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Clarity Of Purpose

Our history dates back from 1987 to today, with eight offices throughout Florida, 75+ agents, and a full staff standing by you. We began and continue our mission with one goal - to protect your family should the worst happen, and provide the greatest service to your legacy.

We don't stress on where you are today, we care about where we will take you tomorrow.

Lifelong Financial Success

Lifelong Financial Success

We will guide you through a financial decision making process across three distinct strategies:

  1. Protection to plan for the unexpected
  2. Sufficiency to plan for the expected
  3. Surplus to plan for more than expected

We then equip you with The Living Balance Sheet® platform to see your full financial picture as we guide your family every step of the way.

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Strategies For The Business Owner Mindset

Strategies For The Business Owner Mindset

Optimizing the financial strategies of your business is the most powerful thing you can do to secure your life-long sufficiency and legacy. We work with owners at all stages of their business life-cycle and offer: 

  • Business Succession
  • Asset Protection
  • Planning Capital Preservation
  • Tax Reduction Strategies
  • Maximizing Income
  • Exit Strategies
  • Group Benefits
  • Retirement Plans
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Personal Wealth and Estate

Personal Wealth and Estate

For clients who have achieved life-long financial success and want to explore advanced individual wealth strategies, asset protection, and estate planning opportunities, we offer:

  • Preserving your estate
  • Success of future generations
  • Protecting and transferring entities and assets
  • Charitable impact through family foundations and other qualified tax strategies
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Objective Wealth Management Solutions

Objective Wealth Management Solutions

For clients who want an investment platform that streamlines their experience, gives access to objective and flexible investment solutions, a team of world-class investment managers to deliver a philosophy that aligns with their goals, and a dedicated customer service there to support the achievement of their investment goals. 

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Let Us Protect And Provide For What You Care About Most. 



Commitment To Community

We strongly believe in giving back to the community. Here are a few we love:

American Heart Association®
Blessings in a Backpack
Christian Chamber of SWFL
FGCU Foundation
Gateway Soccer Association
Girls Going Places®
Golisano Children’s Hospital SWFL
Habitat for Humanity®
Jewish Federation of Lee & Charlotte Counties

Lee Memorial Health System Foundation, Inc.
St. Judes Children’s Research Hospital
Southwest Florida FCA
Tommy Bohanon Foundation
United Way
Women In Business



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