FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust

Genuine Care

One of our primary goals is to develop a long-term, trusting relationship with you.

Learn More

Comprehensive Service

When it comes to service, there are things you expect, and then there are embellishments to rise above and beyond expectations.

Learn More

Broad Perspective

Real-world insights and understanding that can help you better define your financial objectives.

Learn More

Your financial well being is our #1 concern

We are committed to providing the finest, investment products and services, and identifying potential problems that could undermine your financial stability.

Because the financial markets and your needs are always changing, successful investment management must be a dynamic process. We will meet you on a regular basis to discuss your progress in the light of the current economic outlook. While developing a process customized financial program, we will walk you through a step-by-step process that will make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. WE can help you execute a sound financial program utilizing products and services tailored to fit your needs.


2621 Forest Road, Spring Hill, FL 34606

Phone (352) 592-9833 • [email protected]

Helpful Content

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Should You Choose a Fixed or Variable?

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

The History of Retirement

The History of Retirement

Do you know where the idea of “retirement” comes from?

 

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

The History of Retirement

Do you know where the idea of “retirement” comes from?

Building Your Legacy

A four-step framework for building a personal legacy.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

View all articles arrow

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

View all videos arrow