We know our clients who are in education believe that knowledge is power. Our job is to give you information and your job is to make decisions with it! We have programs available for Children, Parents & Instructional Staff to provide you education on everything from Basic Financial Literacy Programs for students, College Planning Seminars for Parents and Retirement Planning Seminars for Educators.
We know that there is no “one size fits all” approach to planning for Retirement. We put our open architecture to work to find the best retirement plans possible for our clients. We have representatives with multiple 403 b providers in several school districts across the entire state of FL We pride ourselves on being unbiased and providing our clients with options for their retirement planning needs.
We have a full suite of products and services to meet your protection needs. Whether it be Disability Insurance & Long Term Care Insurance to protect you in the of an accident or sickness, or Life insurance, we’ve got you “Covered”. With our open architecture platform we provide you CHOICE in obtaining the appropriate policies for you and your family.
Unlike many other companies who may just focus on one service we don’t stop at just 403b Plans. We provide access to a Full Suite of Investment Products from 529 Plans for College, Professional Money Management, Annuities & Much More!
– Benjamin Franklin
From start to finish, we’ll be there to help you every step of the way.
Contact us today. Find out how our team of skilled financial professionals can help guide you on making the most appropriate financial decisions possible for you and your family.