Anthony P. LoCascio

President

CFP®

Bishop Ortiz & LoCascio Assoc301 Avenue K SE, Winter Haven, FL 33880

Broker Affiliation: Kestra Investment Services, LLC

Languages: English

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

Retirees or Seniors

Major Milestones I Specialize In

End of Life and Legacy Planning, Retirement Planning, Sudden Wealth or Inheritance

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

For more than 40 years, I've worked with investors who are approaching or already in retirement, helping them build, maintain and transfer wealth through various market cycles. I focus on turning a lifetime of savings into reliable income and lasting security that is tailored to each client's goals and risk level. My goal is to give retirees confidence that their wealth will support the lifestyle they want today and the legacy they want to leave.

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.