Be Bulletproof

You're concerned about the future, especially because you know that a guarantee is only as good as the character of the people behind it. You want options and the independence to make your own choices, but experience has taught you that one wrong move can be your last and you don't want to lose all that you've worked so hard to accomplish. We work from the idiom "Hope for the best, but plan for the worst." We can help you create a conservative plan which acts like a bulletproof vest to increase your chances of survival.

LEOs retire an average of 10 years earlier than most people. That means you have to plan sooner and possibly save more than your neighbors. If you're young in your career, you'll likely want to protect your family with life insurance, but do you know how much you'll really need or will you settle for a generic online calculator or rule of thumb to be your guide? If you're ready to start your financial planning, we can help.

You control your plan. Unlike some financial service providers you may have come in contact with previously, your needs and desires are our focus and we are experienced professionals who understand your retirement and pension programs.  "If it's important to you, it's important to us." Contact us for a free consultation.

  • Personalized advice working with the Florida Retirement System

  • HCSO Retirement Benefits Analysis.

  • Financial Planning tailored to your needs.

  • Investment Advice specific to you.

  • Insurance Evaluations that make sense.

  • A conservative financial services company that earns your trust.

  • Access investment options normally reserved only for high net worth investors.

  • A firm that acts as a fiduciary and is responsible to you and not a business or your employer.

  • HCSO Benefits Link List