14021 Metropolis Avenue
Our history dates back to 1987, to today, with eight offices throughout Florida, 75+ agents, and a full staff representing 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.
We will guide you through a financial decision making process across three distinct strategies:
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.
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:
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:
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.
Commitment To CommunityWe 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