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No Luck Required.
Just Good Planning.

This St. Patrick’s Day, we’re celebrating something better than luck — a solid financial plan.

Join us for a festive Client Bring-a-Friend Event:

Monday, March 16th
6:00 PM

Please arrive between 5:15–5:30 PM

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2200 Edwards Dr. Fort Myers, FL 33901

REGISTER NOW CLICK HERE TO REQUEST REGISTRATION!

Enjoy a St. Paddy’s Day buffet, great company, and a relaxed evening downtown.

Know someone who could use more strategy and less “luck of the Irish” in their financial life?

Bring them along! This is the perfect no-pressure way to introduce your friends to Retallick Financial.

☘️ When you refer a friend who becomes a client, you’ll earn Gold Star Member status — because rainbows are nice, but rewards are better. (Details coming soon!)

Don will share a brief presentation, but this evening is all about good food, good conversations, and maybe even a little green beer spirit.

Because when you work with Retallick Financial…
 You don’t need luck. You need a plan.

SAVE YOUR SEAT!

FILL OUT THE FORM BELOW TO REQUEST REGISTRATION:

  • Headquarters:
    Fort Myers Office
    9961 Interstate Commerce Dr., Ste. 160
    Fort Myers, FL 33913
    (877) 838-8384
  • Bonita Springs Office
    27911 Crown Lake Blvd., Ste. 101
    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
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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.

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