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.
Overwhelmed by debt? Know your options
If you find yourself in a financial hole you can't get out of, it's important to know you have options. Being in debt can cause people to continue to make payments that they can't afford or can barely afford without much hope of ever eliminating the debt. If you find yourself in this position, there are a few routes you can pursue to free yourself from overwhelming debt. more
Roth IRA Conversion Points to Consider
It seems that nearly every day, some sort of advertisement, article or promotion regarding the 2010 changes for Roth IRA conversions comes our way. This is a potentially great option for some individuals. However, most of what we see looks more like a sales pitch than real financial advice. 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