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Stephen Wroblewski, Wealth Management Advisor | Westshore Financial Group | 813-289-3632 ext. 109 | swroblewski@westshorefinancial.com
<p>When Heirs are Imperfect</p>

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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Client Centered

Stephen Wroblewski is a Wealth Management Advisor of Westshore Financial Group and a Registered Rep and Financial Advisor with Park Avenue Securities. As an Eagle Scout, his passion for helping people started long ago. His focus is now on helping people make informed decisions so they can meet their goals in the building, protection, and enjoyment of their wealth, both during their working career and in their retirement.

He holds securities licenses 7, 63, 66, and 24 as well as insurance licenses for life, accident, and health. He earned a BA in business administration while attending the University of South Florida and an MBA from Florida Gulf Coast University.

Outside of the office, Stephen can be found hiking around Hillsborough and Pasco counties with his wife, kids, and dog.  He plays golf and helps whichever sports team his children have decided to try out next! He is the past president of a local Toastmasters club, as well as being the past treasurer and sergeant at arms. He enjoys performing magic and juggling for audiences of all ages, as well as creating balloon decor!

INTRODUCING THE LIVING BALANCE SHEET®

The Living Balance Sheet is an interactive web-based tool grounded on a unique philosophy that challenges traditional thinking and offers a new approach to financial decision making. It adheres to a proven process that helps clients achieve their financial goals. 


GET ORGANIZED

Keeping track of finances using multiple websites, statements and piles of paperwork isn’t easy. There is a better and simpler way to see exactly what you own and what you owe.

The Living Balance Sheet provides you with a consolidated and up-to-date view of your complete financial picture. With one account you gain access to daily updates for all of your:

■ Assets ■ Liabilities ■ Insurance protection ■ Cash flow ■

 

With all accounts and values in one location, you always know what you have and what you’re worth.




The Living Balance Sheet® and The Living Balance Sheet® Logo are service marks of The Guardian Life Insurance Company of America® (Guardian), New York, NY. © Copyright 2005-2021 Guardian.