Our Services
Retirement strategies
We help our clients create strategies to make their savings last through life expectancy. People live longer when they are not worried about money.
Attract and Retain Employees
We help our clients attract and retain employees at no net cost to the company. This is a fantastic strategy for businesses who are tired of losing top talent and who care about their employees.
Safe Assets
Lifelong retirement savings should be safe and not exposed to market risk while still getting a good rate of return. Cash value life insurance combined with leverage and intelligent investing can be an excellent tool for some clients.
"Working with Andrea Benezette was the least stressful experience I have had when it comes to money. Her guidance and visual aids made the process easy to understand and her patience to find the answers to my questions made us feel comfortable and confident in our decisions. She gives you 100% of her attention and strives to make the process simple and smooth."
– Jennifer B. –
ABOUT US
We help our clients create strategies to withstand the test of time.
Coquina is a type of stone found on the east coast of Florida. It was used to build the famous fort in St. Augustine called Castillo de San Marcos. Because the stone is made from millions of tiny shells compacted together, it created a unique material which is very strong and durable. In fact, when enemies fired on the fort, the coquina just swallowed the cannon balls and the walls were not really damaged.
Our goal is to create financial strategies that mimic the durability of Coquina!
QUESTIONS?
