It took decades of work and sacrifice to get to where you are now

We have a vested interest in helping you protect your leftstyle, health, and nest egg


Complimentary Services

Our goal is to protect and grow your wealth and health for a long and happy retirement 

  • COMPREHENSIVE FINANCIAL PLAN 

Will your plan stand the test of time? A comprehensive plan provides the blueprint for your retirement. It covers your income, expenses, inflation,healthcare, taxes, risk and volitility so that you can know what to expect from your current plan. PLUS a COMPLIMENTARY new plan to improve your chances of success.

  • ANNUITY STRESS TEST 

Paying more than you should in FEES? Exposed to unnessesary RISK? If you've been promised GUARANTEED returns and feel skeptical about those promises - let us stress test ANY annuity for FREE. 

  • PORTFOLIO RISK ANALYSIS 

A complete portfolio analysis will show you where you're taking the most risk and where your portfolio is most efficient. 



  • HEALTHCARE 

Speak with a Registered Nurse from here in Florida - who is also a licensed agent. Our goal is to make sure you have access to the best medical care at the right cost.

  • TAXES 

Our in office CPA can walk you through this most complicated of subjects and make it simple and easy to understand. Let us do the leg work so that you pay no more than what's right and fair.  

  • ESTATE AND LEGACY PLANNING 

Wills, Trusts, and legacy planning don't have to be difficult or expensive with the right help. 


Choose an office for your visit


Work with someone who has a vested interest in your SUCCESS


Does your broker have the same agenda you do for your investments?


Guarding Your Nest Egg Highlights 

Risk/Reward

Variable Annuities