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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 local experienced professionals. Call us for a “Free” review of your
will, trust, power of attorney and health care documents, as well as your investment portfolio.
1100 Tamiami Trail, Pt Charlotte, FL 33950 __________ www.charlottestatebankandtrust.com
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. We work closely with our clients’ financial team to develop,
and manage a plan that is customized to help our client receive personal services.
1486 Wassail Lane, Punta Gorda, FL 33983__________ __Independent_Trustee@comcast.net

Food & Nutrition
Englewood Helping Hand, Inc. ______________________________941.474.5864
Provides emergency aid with food when referrals to government programs are not available.
Englewood Residents Only.
www.englewoodhelpinghand.org
First Baptist Church of Punta Gorda “Horn of Plenty” _____________941.639.3857
Open on Saturdays 9am-noon _____________________________ www.fbcpuntagorda.org

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