• 772-888-3757
  • Mon - Fri: 8am - 5pm

Practice Areas

Insurance Planning

Need Help?

Please feel free to contact us. We will get back to you with 1-2 business days.
Contact Us

Contact Us

Thank you! A member of our team will be with you soon.


How we can help?

Our team of Insurance Specialists identifies risks which could tremendously impair your financial situation. While it’s important to focus on what may go right with your situation, it’s also crucial to consider how you may be negatively impacted without protections in place. Cost effectively transferring risk to the deeper pockets of an insurance company may be prudent to minimize the financial damage of a catastrophic, unanticipated event.


Some of the ways we utilize insurance in the financial planning process include:

  • Life: Considers income replacement as well as business succession funding and estate planning through a vehicle which may be income tax and estate tax free, if structured properly.

  • Disability: Protects your income in the event of your inability to work prior to financial freedom.

  • Long-Term Care: Provides financial support for Activities of Daily Living (ADL’s) in respite care, adult day care, in-home care, assisted living as well as nursing home care.


Do you offer supplemental medicare plans?

Yes. Our team does offer supplemental plans thru some of the nations leading insurance companies. Speak with an advisor to determine which plan would be right for you.

Do you offer life insurance plans with investment vehicles?

Yes. Looking for an life insurance vehicles with an investment option? This can be a great strategy. Contact us today to find out why.

Can you audit my insurance portfolio to see how much I am paying in fees?

Absolutely. In fact, doing an annual audit on fees and having a second opinion is very important when considering which plans and carriers are the best fit. We can help you break down your portfolio.