BNI Southwest Florida - Referrals, Networking, Business, Sales, Selling


BNI SWFL serves Charlotte, Collier, De Soto, Glades, Hardee, Hendry, Highlands, Monroe, Lee, Manatee, Polk and Sarasota Counties.
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BNI Southwest Florida
7282 55th Avenue East
Suite 220
Bradenton, FL 34203
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Jeffrey Carman

Phone 941-889-9094

Mr. Jeffrey Carman
Carman Strategic Planning
309 Shreve St.
Punta Gorda, FL 33950

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Jeffrey Carman

Carman Strategic Planning
Chapter: BNI Harbor Professionals

Insurance, Life



My BusinessCarman Strategic Planning specializes in three areas of the Tax Code. We provide tactical solutions to individuals and business owners who wish to transfer their businesses and estates on the most tax favored basis. With over 40 years of experience, it is our street knowledge that sets us apart from those touting various designations. Our comprehensive reviews are complementary, so prospective clients have the opportunity to determine if they would like to establish a professional relationship. Finally, life insurance is a financial tool that provides the funds that many of our clients need to accomplish their objectives. However, prior to any insurance recommendation, alternative options are completely explored.