Broker Check


How We Work

Our firm focuses on helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on wealth preservation, as well as other issues that are critical to your financial well being.


Educational IRA

Traditional IRA

Mutual Funds

Roth IRA


Simple IRA

Variable Annuity

Fixed Index Annuities

Retirement Planning

Florida Retirement System

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Profit Sharing Plans

Thrift Saving Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Health Insurance

Medicare Plans

Small Business Planning

401(k) Planning

Profit Sharing Plans

Disability Income Insurance

Life Insurance

Health Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (352) 335-4444

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