Fee-Based Planning Firm

Since 1987, our focus has been on clients vision and goals. Our job through our collaborative process is to evaluate and select options to achieve our clients' objectives. It has always been process driven, not product driven. The efficient solution to many of our clients goals incorporates financial products. Our strategic resources provide many options to fill those solutions.

Some of the products that we use to obtain solutions are:

  • Life Insurance

  • Long Term Care Insurance

  • Managed Investment Accounts

  • Annuities

  • Disability Insurance

482 Jacksonville Drive
Jacksonville, FL 32250

Phone: 925-314-8141