Services
Retirement Strategies
Can you answer the 4 most important questions about your financial future?
1. What rate of return do you have to earn on your savings and investments to be able to retire at your current standard of living and have your money last through life expectancy?
2. How much do you need to save?
3. Doing what you are currently doing, how long will you need to work?
4. If you don’t change anything, how much will you have to reduce your standard of living in order to make your savings last until life expectancy?
I can help you answer these questions in about 15 minutes!
Life Insurance and Annuities
Most people are underinsured! I can help with your insurance needs and can explain the differences between the types. I can also help you determine what is best for you and your family at this stage in your lives.
Get a free quote!
Mobile Notary and Executive Closing Agent
I provide mobile notary and loan signing agent services in central Florida.
Will and Trusts and Estate Planning
Is your will and trust up to date? Did you know that most law firms do not fund trusts which makes them worthless. Do you have a living will or advance directives? Now is the time to start thinking about it!