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Our Philosophy

Our philosophy is simple, Everyone is important and everyone has financial questions and concerns. It is our job to answer and solve those problems.

We believe in treating everyone like he/she is our best client and developing a written financial plan for his/her future. We believe in providing excellent service and advice while looking for ways to generate income and save money. We believe in providing clients the Disney experience, making the process of financial planning a wonderful experience, while saving time and energy in the process.

Our Mission

Our Mission is to provide comprehensive retirement income distribution planning to help retirees transition from working to enjoying their golden years. We help clients transition from asset accumulation to income distribution of their assets. We provide a full service bundled approach. Our written plan includes a comprehensive analysis, evaluation and implementation in an effort to meet your financial goals.

Our Process

We have a team approach consisting of health insurance agents, financial advisors and service assistants. We provide money management and professional advice with a compensation arrangement of an upfront cost/retainer or a fee-based arrangement.

For clients concerned about market volatility or outliving their money we can provide access to programs which provide lifetime income.

We encourage you to schedule a complimentary review to review your situation and develop a financial plan which meets your financial needs.

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