Broker Check


How We Work

Our firm specializes in 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, retirement planning 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 issues that are critical to your financial well being.


Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Variable Annuity

Retirement  Planning

Retirement Plans

401(k) Planning

403(b) Planning

457 Plans

College Plans

Profit Sharing Plans

Thrift Savings Plans

Florida Retirement System including DROP


Life Insurance

Disability Income Insurance

Health Insurance

Long-Term-Care Insurance

Group 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