PCOM Society

Pinellas County Osteopathic Medical Society

Wealth Management

TOTAL WEALTH MANAGEMENT WITH A PERSONAL TOUCH

Edward Dropic Professional Profile: Edward Dropic is Vice President of Sales for 21st
Century Financial, Inc. He is the former owner of Ahead Human Resources of Cleveland and has 14 years experience as a small business owner. As a Financial Strategist, Ed specializes in working with the medical community, focusing on physicians, their families and employees. He is also a minority owner of 21st Century Financial, FL, LLC.

Professional Business Philosophy: I am an advocate for the people I work with, their families, businesses and employees. I believe it is my duty to ensure they have the most effective, efficient and enjoyable financial life possible. My goal is to remove biases and exceed goals. I do this using sophisticated and comprehensive financial modeling tools to simulate scenarios that may occur in an individual’s life. Thereby creating more certainty of potential outcomes.

Our Firm provides a suite of practical financial programs for its clients. This multi-step process, is executed where our financial professionals gather facts, analyze data, and design solutions in several key areas. Using a needs-based approach, we work with our clients to identify and focus on unique financial goals and objectives. We then implement the multi-step process to design a program that addresses those needs. At 21st Century Financial, our client is our number one priority. We are dedicated to being advocates of the products and services appropriately suited to meet our client’s needs.

Our Mission is to provide our clients with a comprehensive financial program that assists them in the accumulation, preservation, and distribution of their wealth. We accomplish this through our professional associates who have the complementary knowledge and experience to deliver a seamless, one-stop, total wealth management program with a personal touch to our valued clients.

Our Purpose is to help families, business executives and small business owners. Our associates bring a high level of integrity, energy, persistence and dedication to their endeavors. They emphasize a personal relationship approach to optimize the ever-expanding and changing needs of the dynamic financial world. Our clients can benefit from the experience and innovative solutions that our financial professionals provide.

Our Team draws upon a broad network of insurance, investment and financial professionals throughout the United States. We are able to provide our clients with a wide-range of solutions to the many complex personal, financial and business issues we face every day. 21st Century Financial’s areas of specialty include:

  • Protection: Life, Disability Income and Long-Term Care
  • Wealth Accumulation: Mutual Funds*, Stocks/Bonds*, Annuities and Life Insurance*
  • Retirement: IRA’s, Employer Plans, Fixed/Variable Annuities* and Mutual Funds*
  • Estate Planning: Financial Security, Long-Term Liquidity and Peace of Mind
  • Education Funding: Tax-Advantaged Investment Programs for Parents/Grandparents*
  • Business: Small Business and Large Corporate Continuation Planning
    • Pension Plan Administration, Key Man Retention, Mergers and Acquisitions

600 N. Westshore Blvd., Suite 600 | Tampa, Florida 33609 | Office: 813-281-9200 | Mobile 727-431-2064

www.xxifinancial.com | edropic@xxifinancial.com

*Registered Representative of and Securities and Investment Advisory Services offered through Hornor, Townsend , Inc. (HTK), Registered Investment Advisor, Member FINRA/SIPC, 600 N. Westshore Blvd., Ste 200, Tampa, Fl. 33609-117 *813-281-9200 21st Century Financial, Inc is independent of HTK

A4YK-0325-08E2