Sean
Sean began his insurance and Financial Services career in July 2007. Prior to Insurance and Financial Services Sean served in the United states Army as a Military Police Officer. Sean also worked as a Police Office for 10+ years. Sean served his Country, Community, and now serves his clients. Licensed in more than 25 states.
calendly.com/sean-valentine
[email protected]
[email protected]
(800) 674-9652 Ext. 1
(941) 398-1099
(302) 668-6637
Charlotta
Charlotta began her career in Financial Services in January 2001 as a Mutual Fund administrator at Wilmington Trust. In 2016 she co-founded CSV Financial Inc. Charlotta is our compliance director. She is an expert in Medicare Products, Life Insurance, Long Term Care, Disability Ins., and Annuities, and handles under 65 Affordable Care Act (ACA).
(800) 674-9652 Ext. 2
(941) 398-1099
(302) 897-6336
[email protected]
Protecting Futures
We have 25+ years of insurance experience helping clients prepare for the unknown. Ask us about:
We can access many different insurance products so you can get the right one for you.
Assessing Need
Many financial experts will tell you some unforeseen events and a lack of the right kind of insurance can spell trouble quickly. Call us today, and we'll analyze your insurance needs and get you covered quickly at the right price. We focus on minimizing taxes and focus growth. Principal is always protected. We are experts in protection from the governments biggest secrete (IRMAA). Between us and our business partners we have over $280,000,000 assets under management.
Building Relationships
Everyone has different insurance needs. Call us today for a personalized business or individual assessment and find out how we can help protect your hard-won assets. If you a turning 65 we can walk you through the Medicare maze. Our dedicated staff is here to help.