Products & Services

We provide assistance in the following areas:

Investments

  • Variable Annuity

Financial Planning

  • Maximizing Social Security Benefits
  • Retirement Plans
  • Tax Plans
  • 401(k)
  • 403(b) 
  • College Planning
  • Florida Retirement System 
  • Deferred Retirement Option Plan (DROP)  Florida Retirement System

Insurance

  • Disability Income Insurance
  • Cancer
  • Life Insurance
  • Long-Term-Care Insurance
  • Medicare  
  • Medicare Advantage Plans
  • Medicare Part D - Prescriptions