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 seting 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