1014 South Florida Avenue
Lakeland, FL 33803-1130


(863) 688-0900 Toll Free: (888) 483-9641


(863) 688-0373

Our Services

We serve individuals and businesses in all areas of financial management, including:

Retirement planning 

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Tax management

Looking for ways to help reduce your current and future tax burden.

Estate planning 

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs.

Risk management 

Reviewing existing insurance policies. Recommending policy changes when appropriate. Find the best policy for your situation.

Education funding 

Recommending investment and accumulation strategies to help you pay for your children's education.

Investment planning 

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.

Employee & executive benefits 

Helping your business attract and retain qualified employees through benefit packages.