Giving Back

To Our Community

How We Help

Not everyone is as fortunate as us. Because of that Retallick Financial Group has always believed in the importance of giving back to our community whenever we can. Whether it is food drives, hosted charity events or even client events that double as fundraisers, we will always find a way to help.

We partner with many amazing charities in Florida and we work hard to keep these partnerships active and strong.

Is there a charity you feel is in need of support? Contact us with the form at the bottom and let us know. We would be happy to look into it!

Please click on the logos below to learn more about these organization and how you can help too.

Yes, I would like a complimentary discovery meeting!

Let’s get started making the retirement strategy you deserve.

Name *

First

Last

Email Address *

Mobile Phone Number

Opt In

By submitting my information, I consent to receive SMS text messages including event and marketing information, customer care, and appointment reminder messages from Retallick Financial Group. I understand that at any point I can reply STOP to opt-out of messages or reply HELP for support. Message & Data rates may apply; Messaging frequency may vary.

Visit https://retallickfinancial.com/privacy-policy/ to see our Privacy Policy and https://retallickfinancial.com/terms/ for our Terms and Conditions.

I May Need Help Because:

I don't want to lose any more of my principal to market declines
I am interested in products that can provide principal protection.
I hold products that I feel do not provide me with income for my retirement.
I want a review of my current product(s)

check all that apply

Interested In: *

I am interested in attending a seminar
I am interested in a no obligation meeting
I may be interested in a no obligation meeting but I have questions first
I would like a complimentary portfolio review
I am interested in an income plan, send me your white paper “7 Retirement Mistakes You Don’t Want to Make”
I watched the Psychology of Retirement Movie and would like to set an appointment to discuss my retirement strategy with Don Retallick
I am happy with my current situation

Best Day(s) *

Monday
Tuesday
Wednesday
Thursday

check all that apply

Best Time of Day: *

Morning
Lunchtime
Afternoon

check all that apply

I Currently Have: *

CDs
Annuities
Stray 401K**
IRA/Roth/457(b)/TSP
Mutual Funds
Retirement Plan(s)
Life Insurance
Stocks
Other

Check all that apply. **Stray 401k I referring to any dormant 401k maintained by a previous employer. No guidance regarding securities is provided.

Subscribe to our Newsletter! *

Help Opt to

How did you hear about us? *

Google search
Google Ad
Social Media (Instagram, FB, X or LinkedIn)
An email blast from Retallick
A text message from Retallick
Other

check all that apply

Other: *

Comment or Message

Custom Captcha *

(877) 838-8384
Info@RetallickFinancial.com

Headquarters:
Fort Myers Office
9961 Interstate Commerce Dr., Suite 160
Fort Myers, FL 33913
(877) 838-8384
Bonita Springs Office
27911 Crown Lake Blvd., Ste. 247
Bonita Springs, FL 34135
(877) 838-8384
Venice Office
1500 East Venice Ave., Ste. 301
Venice, FL 34292
(877) 838-8384
Sarasota Office
1990 Main St., Ste. 750
Sarasota, FL 34236
(877) 838-8384

Home
Services
Who We Are
Giving Back
Events
Resources
- Current News
- Monthly Retirement Tips
Contact
Client Portal

Facebook Linkedin Twitter

Donald L Retallick III
FL Insurance License # P109239

Retallick Financial Group
Florida Lic. #L096591

*Backed by the claims paying ability of the carrier.
**Fixed Index Annuity products can provide a reasonable rate of return over time.

By contacting Donald L. Retallick III, FL Insurance License #P109239 / Retallick Financial Group, FL Lic. #L096591, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

SITE MAP
PRIVACY POLICY
TERMS & CONDITIONS