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OUR SERVICES

Our advisors provide an array of services to touch on all aspects of monetary and life planning.  Personalized service with a name you can trust.

Tax Reduction Planning 
Accountant/Income Tax Preparation 
Pension & Retirement Plans 
Estate Planning & Preservation 
CD & Money Market Accounts 
Annuities 
Life Insurance 
Long Term Care 
401k & IRA Rollovers 
Social Security Specialists



We are able to offer a variety of options to service our clients needs...highlights include:

• Insure the safety of retirement investments. 
• Link Returns to a key market index such as the S&P 500, NASDAQ, or DJIA without  risk of loss. 
• Provide a guaranteed rate of return. 
• Interest accumulation is tax-deferred or tax-free. 
• Access yearly up to 10% of their account value without a penalty.
• Avoid Probate and offer Creditor Protection*. 
Refer to Estate Planning Specialists-Wills/Trusts.
Provide a Guaranteed Lifetime Income.
Advice on Social Security Maximization

* certain states apply

We also offer as a service to our client's tax preparation and filing for seniors 55+ at a 50% discount from what your current tax preparer is charging. **First time discount only, certain minimums apply.


 

Proud Member of the National Ethics Association & Better Business Bureaus

 

www.ethics.net

 

www.bbb.com

 

 

CLIENT TESTIMONIALS:

 

After attending one of your workshops, our eyes were opened up to so many different issues regarding our finances. Before attending your workshop we thought we were doing things just fine.  We quickly realized that there were many improvements to be made and issues to be addressed.  Thank You for helping us fix those issues and help point us in the right direction.  You ARE a true professional!!!

Thank You,
John and Barb T.
Bradenton, Fl.


I would like to Thank You for helping my wife and I with our financial picture. Before meeting with you we were not sure what our financial future would be. Now we can sleep at night knowing our retirement money is safe and our future secure.

Thank You Again,
Jim and Peggy P.
Sarasota, Fl.


I was hesitant about attending your workshop being a single woman. I am so glad that I did. The information that I received was extremely helpful. I took the opportunity to meet with you for a FREE consultation and it was worth every penny, hahahaha. You now have me as a new client and I am excited about what you have planned for me.

Catherine J.
Tampa, Fl.