We are an independent, full-service hybrid financial firm. It is important to understand the structure of the company you do financial services with. Contact us to understand why! We serve Orange Park, Middleburg, Oakleaf & Jacksonville. We collectively have over 75 years in the business and help individuals, families, schools, churches, non-profits and business owners with their personal and professional financial needs. We provide guidance, advice and expertise in life insurance, health, disability, long term care, employee benefits, retirement planning, estate planning, business succession, income protection, college savings, tax shelters, wealth management, asset protection, annuities, diversification, budgeting, emergency savings and financial services. We also work with a team of professionals to help you with your P&C insurance including auto, home, commercial, renters, umbrella and other liability. My team is a "one-stop" shop for your financial needs including everything from taxes to legal services. Contact us for a free quote, consultation and/or meet one of us for lunch to discuss strategies for your comprehensive financial success!
Services/Products
Life Insurance Retirement Planning Employer Sponsored Plans Deferred Benefit Plans Disability Insurance Long Term Care Employee Benefits Investments Financial Planning College Savings Plans Mutual Funds Stocks Brokerage Accounts
Payment Methods
CHECKDEBITVISADISCOVERMASTERCARDALL MAJOR CREDIT CARDS