We offer a very unique approach to "Retirement Income Planning". We specialize in using "Principal Protected" products and strategies that can provide a "guaranteed" income stream through retirement. Our strategy will allow you to grow your money "Tax Deferred" until you decide to withdraw "lifetime" income payments. We will show you a way to participate in the upside potential of the "Market" without suffering any losses due to a declining market.We service the entire state of Florida with 6 locations. We can offer assistance in areas of; Retirement Planning, Estate Planning,Insurance and Tax Planning.
2010 is the last year for certain tax breaks
Many credits that saved Americans thousands of dollars on their 2009 tax returns are also good for 2010. The federal credits being extended through 2010 will impact workers, families, college students, low-income taxpayers and homeowners who make green improvements. more
Make your money work for you with pain-free spending cuts
The best way to start evaluating your finances is to compare your monthly income and expenses. This is the scary part, but it's the necessary first step to keeping more of your money in your pocket where it belongs. more
Work out your credit to get financially fit this summer
Just as you take care of your physical health in preparation for summer fun, you need to pay attention to your financial well-being as well - and not just when the weather's warm, but all year round. more