Our Firm We are located in beautiful Brevard County, Florida.Since 1987, we have been providing clients with unbiased and independent advice in the areas of investments and insurance, as well as estate and retirement planning. We are not tied into any particular products or services; therefore we are free to recommend any type of investments or insurance. Because of this, our interests are the same as our clients.Our goals are to:Provide you with superior financial planning and customer serviceConduct our business with integrity, diligence, full candor, and imaginationEducate clients on the most current financial products and opportunitiesOur services include preparing and implementing comprehensive personal financial plans, managing investment portfolios, tax planning, and recommending insurance strategies. We have extensive expertise in the areas of IRA and other asset distribution and preservation strategies for future generations. We specialize in stretching distributions from qualified and non-qualified retirement plans, working with clients to generate multiple streams of lifetime income for their beneficiaries (spouse, children, and grandchildren). We often work closely with other local professionals, including attorneys, accountants, and insurance experts, to craft a plan as unique as you are. Please take your time navigating our website. You'll find a wealth of information regarding financial planning, investments, and insurance, including annuities, health insurance, and long term care.