Broker Check


How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.




Traditional & Roth IRA

Government Securities



Deferred Retirement Option Program (DROP)

Florida Retirement System (FRS)

Financial Planning

Retirement Plans

Tax Deferred Accounts

401(k) Planning

403(b) Planning

457 Planning

Trusts & Estates

Cash Balance Plans

Profit Sharing Plans


Key Man Business Insurance

Life Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (786) 858-2960