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W.M. Durham Associates LLC

2010 Raymond Diehl Rd., Ste. 102

Tallahassee, FL 32308

Ph:  850-385-3578

Toll Free:  800-396-3420

Fax::  800-372-3220

Email:  info@wmdallc.com

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W.M. Durham Associates LLC is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products.  Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.  WM Durham Associates LLC nor any of its employees provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

 

W.M. Durham Associates LLC is not affiliated with or endorsed by any government agency, including the Florida Retirement System (FRS).

All material should be regarded as general information.​​
 

2019 W.M. Durham Associates LLC

Financial Planning Services

W.M. Durham Associates LLC offers independent, objective, and confidential financial planning.  Some of the planning services offered are:

  • Planning for retirement

                     How much should I save for retirement?

                     What type(s)s of saving plans are available to me?

                     Am I on track to reach my retirement goals?

                     When should I sign up to receive Social Security benefits?

                     When do I sign up for Medicare?

  • Insurance needs and options

                    Life

                    Disability

                    Long-Term Care

                    Medicare

  • Determining how much to save

  • Making investment decisions

                     Annuities

                     Mutual Funds

                     Stocks and Bonds

  • Estate Planning

                   Which estate planning documents should I have?

                   What can I do to lower my estate taxes?