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Our Services

We can help you with:


Fee based financial planning

  • For individuals thinking about retiring soon 
  • New Florida Residents
  • For business owners thinking about selling a business
  • Individuals who want a Financial Roadmap 

Investments

  • Asset Protection Strategies
  • Managed Investment Accounts
  • IRA Transfers and Rollovers from Employer and Government Plans

Insurance Services

  • Life Insurance
  • Buy-Sell Agreements
  • Key Person Insurance
  • Disability Income Insurance
  • Long Term Care Insurance