1. Designing a Well-Rounded About Ibis Financial Group
Financial Strategy
When it comes to setting financial goals and According to folklore, the Ibis is a symbol of
figuring out how to reach them, you can’t knowledge and is a familiar sight at Florida’s
leave it to chance. Goals have deadlines and many beautiful waterways. The Ibis has been
in order to reach them, you need a strategy. observed as the last sign of wildlife to take
A comprehensive financial strategy shelter before a hurricane and the first to
designed by Ibis Financial Group includes reappear after the storm.
tools that help our clients prepare for and Ibis Financial Group is under the leadership
protect their financial futures. Our of President, Robert D. Barboni, CFP®,
advisors will discuss your goals and your LUTCF and Managing Director, Daniel C.
time frame in which you want to achieve Zagata, CFP®, CLU, ChFC. The advisors of
them and then customize a strategy for you Ibis Financial Group
with those specific goals in mind. have over 200 combined years of
A well-rounded financial strategy experience in the financial services
examines your total financial picture. industry and serve clients in the
Boca Raton, Palm Beach Gardens
and Orlando areas.
Empowering Clients
Investments Protection Through Strategic Insurance,
Wealth, and Estate
Current
Retirement
FINANCIAL
Financial Planning Solutions
Strategy
STRATEGY
Florida Locations:
Tax Efficient Estate Boca Raton
Investing Planning
Orlando
Palm Beach Gardens
Ibis Financial Group offers securities and investment
advisory services through Securian Financial Services, Inc,
This information should not be considered as tax advice. Member FINRA/SIPC. Ibis Financial Group is independently
You should consult your tax advisor regarding your own tax owned and operated.
situation. TR# 40747 DOFU 1-2009

2. For the Individual For the Business Owner
 Financial Needs Analysis  Life Insurance for Business Succession
 Retirement Strategies  Group Life Insurance
 Individual Retirement Accounts  Group Dental Insurance Plans
 College Funding  Key Person Protection
 Investment Strategies  Executive Bonus
 Life Insurance  Deferred Compensation
Jason S. Watach
 Whole Life Insurance  Split Dollar
Registered Representative
 Universal Life Insurance  Qualified Retirement Plans
 Variable Life Insurance  Defined Benefit
B.S. from Penn State University
 Second-to-Die Life Insurance  Money Purchase Pension
MBA University of Miami
 Term Life Insurance  Profit Sharing Plans
Resident of South Florida since 1996
 Long Term Care Insurance  401(k) Plans
Current resident of Boca Raton, FL
 Individual Long Term Care  412(i) Plans
 Sponsored Group Long Term Care  Simplified Employee Pension
 Mutual Funds (SEP) Plans
Contact Information
 Brokerage Accounts  SIMPLE Plans
7284 W. Palmetto Park Road
 529 Accounts  Disability Income Insurance Plans
Suite 106
Boca Raton, FL 33433  Annuities  Business Overhead Expense Coverage
 Fixed and Variable Deferred  Asset Protection
Office: (561) 910-2521
 Immediate Fixed
Cell: (561) 213-2943
Toll Free: (800) 936-4310
Fax: (561) 910-2565
E-mail: jwatach@ibisfingroup.com
Website: www.ibisfingroup.com