Our Services

Many people have some concerns over one or two portions of their investments. We can work with you to find opportunities to address those concerns.

For the big picture, we can help you design a total and customized Financial plan. We begin with you visualizing where you are going and setting your goals.

We then take into account all aspects of your financial situation. This forms the bases for moving forward and making individual investment decisions.

Here are some of the concepts and products that we use.

PLANNING                          PRODUCTS                  

Developing Income                   Mutual Funds

Asset Allocation                        Money Managers

Investment Diversification       Annuities: Fixed & Variable       

Life Insurance Protection         Disability Insurance

Estate Planning                         Long Term Care Insurance

Business Owner Benefits         Alternative Investments including Non-Traded REITS

Employee Benefits                    LIFE INSURANCE                                                      

IRAs & Rollovers                        Term Life /Whole Life

401K                                      Universal/ Variable Life

Property and Casualty Insurance

We would like to recommend: Florida Assurers, Inc