Who We Serve

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Corporate Executives &#38; Employees

Corporate Executives & Employees

We have worked with many clients receiving corporate benefits including Lockheed Martin, Boeing, Progress Energy, Allstate, United Space Alliance and many other corporations.

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Pre-Retirees and Retirees

Pre-Retirees and Retirees

With our collaborative planning process, we can nurture your wealth so you can have financial freedom, while planning for your family’s future.

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Business Owners

Business Owners

We understand the trials and tribulations of being an entrepreneur as we, also, are one in the same.

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High Net-Worth Individuals

High Net-Worth Individuals

Our team has been in place for over 30 years and have built a diverse “client centered” team to give our high net-worth clients the attention and service they need and deserve.

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</xml><![endif]--> Lockheed Martin Employees

Lockheed Martin Employees

With the Aerospace Industry at our backdoor here in Central Florida, we have served many Lockheed Martin employees over the years. We know the challenges Lockheed employees face when planning for retirement and we would be glad to serve as a resource for you as you secure your retirement.

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Mayo Clinic Employees

Mayo Clinic Employees

As an employee of Mayo Clinic, you know that your company appreciates their staff. It’s no surprise that their employee benefits package offers a variety of valuable financial, healthcare, and insurance benefits. As a dynamic and evolutionary company, the Mayo Clinic benefits package is competitive and lucrative for many employees.

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Special Needs Planning

Special Needs Planning

Your loved one with special needs is truly a blessing. We want to assure the proper planning is in place to assure your intricate family needs have been addressed.

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Young Families

Young Families

We want to help young families and create a path to financial freedom.

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