14021 Metropolis Avenue
We protect and provide for what you care about most.
Society teaches us people are expected to be responsible for the financial choices they make. We teach people they shouldn’t have to do it alone.
Our history dates 1987, as one of the first insurance and financial planning enterprises in southwest Florida. We began and continue our mission with one goal - to protect and provide for what you are about most.
We’re here for you!
*562,934,048 Total Life Cash Value + $507.3M total Asset Under Management as of 12/31/19. Represents in force cash values for life insurance and market values of all securities accounts. Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency. Includes owners of in force life, disability income and long-term care insurance policies as well as all securities accounts.
Discover the outcomes a financial plan can have to your legacy.
Learn advanced strategies for a multi-factored financial outcome.
Retire with ease and confidence.
An investment strategy designed to pursue your tolerance for risk, time horizon, and goals.
A career that combines care and entrepreneurship with unlimited growth potential.
Understand what your financial picture currently looks like and if an advisor is a smart move for you.
Take our walk to understand what the road to retirement looks like for you.
Learn what the money for today’s dinner might buy you tomorrow.
Learn where you spend most of your money and how much it may cost you.