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We provide our clients with investment advice and access to products from many of the nation's leading investment companies.

Our highest priority is to build a relationship based on experience and trust by offering the following comprehensive services:

  • Portfolio Management
  • Portfolio Analysis
  • Asset Allocation Design
  • Investment Management
  • Estate Planning
  • Retirement Planning
  • Tax Reduction Strategies
  • College Funding Strategies
  • State of Florida DROP and Deferred Compensation Rollover
  • 401(k) and 403(b) Rollovers
  • Life Insurance
  • Long-term Care Insurance

Please contact us with any questions or comments. We encourage you to explore our website, visit our office, call us at (850) 999-1953, or to email us at

We look forward to discussing your personal needs and how we can provide investment advisory services and financial planning support to you. We would appreciate the opportunity to talk with you about a plan to make your financial dreams a reality.

Be at ease with your financial future. We're here for you.