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Team

“AMAZING RESULTS COME WHEN YOU TAKE TIME TO LISTEN TO YOUR CLIENTS’ NEEDS, GOALS, AND EXPECTATIONS.”
- Tracy Gillette, CFP™

Guide to the Future
When some people talk about the future it’s as if they’re discussing an abstract concept. But the “the future” is actually a matter of time – time you could use to build wealth and create security for yourself, your loved ones and your heirs.

So, the question becomes: “If not now, When?”

Today, you can make the kind of decisions that can help you create a better future.

At Asset Money Management Inc., we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan — one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That’s where AMM comes in. We’re trained, licensed professionals, and we can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you.

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at [email protected] or call us at (813) 914-0440 today!

By contacting us, you may be offered information regarding the purchase of insurance and investment products.

 
Tracy Gillette has been in the financial services industry for over 20 years. He holds a Bachelor of Science in Finance from University of South Florida, Tampa, FL and a Bachelor of Science in Management from Park College.

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As a financial professional and an active member of his community, Elihu is dedicated to helping individuals and businesses build their financial futures.

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Shannon Bodie

Life Insurance Professional

(813) 914-0440

(877) 661-5440

Shannon Rivers is the office manager and a life insurance professional. She has been in the insurance and annuity industry since 2012 and is licensed in Florida to sell life insurance, health insurance and fixed annuities.

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Lori Wendland manages the office, maintains the books and makes sure Tracy pays the bills. Lori calls clients frequently and invites clients to local events.

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