Products & Services

FINANCIAL PLANNING:

  • Personal Financial Planning
  • Business Financial Planning
  • Investment Management Plannning
  • Retirement Distribution Planning
  • Estate Planning

INSURANCE:

  • Life
  • Long Term Care
  • Disability Income

SERVICES OFFERED:

  • DROP analysis, read more
  • FRS analysis (Florida Retirement System), read more
  • Stock & Mutual Fund review
  • Asset Allocation Models
  • Portfolio Review
  • Financial Plans
  • Estate Distribution Techniques
  • Retirement Distribution Options
  • Insurance Analysis and Planning
  • Money and Cash Management
  • College Planning
  • Charitable Planning

INVESTMENTS:

  • Stocks
  • Bonds Mutual Funds, read more
  • Unit Investment Trusts
  • Annuities (Fixed and Variable), read more
  • Retirement plans
  • 401(k) plan
  • 403(b) plan (TSA), read more
  • Money Purchase Plan
  • Profit Sharing Plan
  • Simple Employer Pension Plan - SEP
  • Simple IRA
  • Traditional IRA
  • Roth IRA
  • IRA Options read more

 

WE ALSO OFFER PUBLIC SPEAKING AND WORKSHOPS:

  • Complete Financial Management Workshop
  • Business Management Workshop
  • Passport to Retirement

  • If you have any questions or would like some additional information please send an email to bill32123@outlook.com or give us a call at (321) 235.1555.