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Financial Planning, Trusts and Long Term Care Planning continued
Charlotte State Bank & Trust ______________________________941.624.1917
Our trust and investment management department provides trust, estate and wealth manage-
ment services by a team of experienced, knowledgeable professionals. Our local experts will
take the time to understand your unique situation. Call us for a no-obligation review of your
will, trust, power of attorney and health care documents, as well as your investment portfolio.
1100 Tamiami Trail, Port Charlotte, FL 33950 • www.charlottestatebankandtrust.com
Halsey & Company Advisory Services ________________________941.206.5556

Independent Trust Services of Southwest FL, Inc. _______________941.286.7695
Paul V. Lioon, CTFA, Independent Trustee – personal trust services delivering customized
estate and trust management in an affordable manner. Formed to provide customized personal
fiduciary consulting services and special personal needs services for our communities’ senior
citizens. We work closely with our clients’ financial team to develop, then manage, a plan
customized to help our client receive coordinated fiduciary and personal services from their
service providers.
1486 Wassail Lane, Punta Gorda, FL 33983137915866355858
www.facebook.com/pages/Independent-Trust-Services-of-Southwest-FL-Inc/

Regions Bank __________________________________________941.624.5866
9 a.m. - 4 p.m. full service bank branch, drive-up deposit/Smart ATM, Peachland Office
24153 Peachland Blvd, Port Charlotte FL 33954 ____________________ www.regions.com

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