Pelican Wealth Advisors, LLC

Pelican Wealth Advisors are financial advisors, investment advisors, and wealth managers who arepassionate about improving the lives of clients through a holistic approach to abundance.

Every day we see people who are concerned about outliving their money, are unsure about their resources to cover long term care expenses or who have been reducing their lifestyle out of uncertainlyof the future. Common questions are:

• Will I have enough money for the rest of my life?

• Do I have the right investment plan?

• Am I taking too much risk?

• What happens if my health changes?

• When should I turn on social security?

• Should I do a reverse mortgage?

• Should I pay off my house?

• Should I have a trust?

• How can I best preserve my legacy?

• What is the gift tax?

Our goal is to help you set your worries aside and learn how you can have income for life, avoid outliving your money, and leave a legacy to your children. We help you navigate and plan for the

uncertainties that we all face. For the many who are contemplating retirement and those who are currently retired and in the asset preservation phase, our retirement planning and retirement strategiescan put you on a stronger footing and help you sleep at night.

With a variety of offerings and client experiences, such as educational workshops, wine tastings and client appreciation events, we build relationships with our clients and help them grow their invest ableassets, enrich their lives, and realize their dreams.

Pelican Wealth Advisors is a fee-based Registered Investment Advisor firm serving Bonita Springs,

Naples, Estero, & Fort Myers, Florida. As a "holistic wealth management" company, we are concerned with your well-being as a "whole". Our goal is to not only help you achieve financial abundance, but tohelp you achieve happiness and health in all aspects of life.

Our services include:

• Portfolio Development and Management

• 401K Planning

• Investment Management

• Annuities

• Financial Management

• Retirement Planning

• Risk Analysis

We offer complimentary financial planning consultations and invite you to schedule an appointment by

dialing 239 985-4097

Opening Hours :

Mon: 9am-5pm

Tue: 9am-5pm

Wed: 9am-5pm

Thu: 9am-5pm

Fri: 9am-5pm

Payment options accepted

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Parking Tips:

Free on-site parking.