Retirement & Financial Counseling

We work with Individuals, Small Business Owners, Employees, Employers, Police, Fire Rescue, Universities and Third Party Administrators in the K-12 Educational community to provide financial services and products.  These solutions include:

• Full Retirement Planning Solutions
• Florida Retirement Systems, Pension Options, Investment Plan & DROP
• Social Security
• Deferred Compensation
• Traditional 401K and Roth 401K
• Savings and Investments:
  • Mutual Funds
  • Actively Managed Portfolios
  • Variable Annuities
  • Fixed Annuities
• Simplified Employee Pension Plans
• Qualified Retirement Plans
• College Funding
• Life Insurance
• Long-term Care Insurance, Disability and Critical Illness
• Medicare Supplemental Insurance