“We take a unique approach to helping our clients,” said Frank Ragonese, Owner of Pelican Wealth Advisors, LLC http://www.pelicanwealth.com. “We want them to know that we don’t just ‘manage money’, but we also want to help them manage various other aspects of their life. We want to help them be prepared for many of the issues that seniors face, financial or otherwise, and ensure that they are experiencing happiness and abundance. Mary Lynn is an experienced Business Consultant and Life Coach. We made the decision to provide her coaching program as a free additional benefit to some of our clients who have expressed interest. We hope that our services, in combination with her inspirational and motivational sessions, will have an overall positive impact on the lives of our clients.”
The coaching program was implemented following a Ladies Luncheon hosted by Pelican Wealth, in which Mary Lynn Ziemer was a guest speaker. Several individuals expressed interest in the program after hearing Mary Lynn speak. After hearing that his clients were interested in this type of coaching, Frank quickly rose to the occasion.
“Our goal is to bring value to our clients, while looking out for their financial and overall well being,” added Frank. “Since Mary Lynn’s program is something that is in line with this goal, we decided it would be a nice additional benefit for us to provide.”
There is currently a group of five women, clients of Pelican Wealth Advisors, who are taking advantage of the coaching program. The group is limited to five in order to provide a “small group” setting for discussions and coaching. Those interested in joining the next group should visit http://www.PelicanWealth.com.
In these coaching sessions, Mary Lynn provides tools and methods for overcoming fears and limiting beliefs, creating goals, and formulas to help them achieve goals that will bring more joy and abundance into their life. She meets with the group for approximately an hour on a weekly basis, for 14 weeks, at the Crexent Center in Bonita Springs, where Pelican Wealth Advisors offices are located.
“Although we’ve just started the coaching sessions, the feedback has been overwhelmingly positive,” said Mary Lynn Ziemer. “This is a wonderful group of dynamic women who have a true desire to fill their life with even more joy and abundance. Regardless of what stage in life they are in, or what their current situation is, they are learning that anything is still possible for them. I greatly appreciate Frank and the staff at Pelican Wealth for their support, and for providing this service for their clients. This is a wonderful additional benefit that is not typical for a wealth management firm, but is something that their clients greatly appreciate.”
Once the current group has completed the program, Pelican Wealth will be providing the coaching services for another group of five clients who have expressed interest in the program.
For more information, call Pelican Wealth at (239) 985-4098 or visit http://www.pelicanwealth.com.
About Pelican Wealth Advisors, LLC:
Pelican Wealth Advisors, LLC, is a Registered Investment Advisor firm and Pelican Financial Group, Inc, is a licensed insurance agency. Both companies were founded by Frank Ragonese, Ph.D., and specialize in applying risk management expertise to retirement income and legacy planning. Services include investment income portfolios, fixed annuities, 401K/IRA rollovers, tax-advantaged IRA wealth transfer, long term care, life insurance and estate planning.
Pelican Wealth Advisors, LLC and Pelican Financial Group are located at 27499 Riverview Center Blvd in Bonita Springs, FL. Serving Naples, Bonita Springs, Estero, Fort Myers, and Cape Coral from their Florida office. For more information, call (239) 985-4098 or visit www.PelicanWealth.com .