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