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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.  |  407-496-4097

Our firm specializes in helping individuals develop sound retirement strategies. Wherever you may be in the stage of your career, 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 retirement planning, as well as other issues that are critical to your financial well being.


403(b) Planning

457 Planning

401(k) Planning

401(a) Planning


FRS Investment Plan

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Traditional IRA

Roth IRA


Simple IRA

Educational IRA

Brokerage Accounts

Variable Annuities

Common Stock


Treasury Bills

Treasury Notes

Government Securities


Life Insurance

Disability Income Insurance

Long-Term-Care Insurance

Health Insurance