We design

 PAYCHECKS, PLAYCHECKS and LONG TERM CARE plans for a happy

RETIREMENT

About Us

COMPLIANCE

Registered Investment Adviser

CRD # 164989

Investment Adviser Representative

CRD # 730377

FINRA

Series 65 (Previous 4, 7, 29, 63)

Broker-Dealer/Custodian

Interactive Brokers

States Insurance Licenses​

Fl, Va, Ill

Acknowledged Fiduciary

YES

Business Established

2012

Insurance and Annuity Licenses

Health, LTC, Annuity, Index  Annuity, Disability, Life, Index Life 

Compliance Disclosures (Last 35 Years)

CLEAN RECORD

Criminal Disclosures (Last 35 Years)

CLEAN RECORD

Services

Estate Planning

Financial Planning

Life Insurance Planning

Retirement Planning

Risk Management

Money Management

Wealth Management

Portfolio Management

EDUCATION - PRINCIPAL

BSBA - Economics - University of Florida 1980

American Arbitration Association - Securities Arbitrator

Top Secret Clearance - Department of Defense USA

Master Planner - Fortune 100 Company

 

Green Belt - Lean Six Sigma Process

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