Broker Check

14407 SW 2nd Place
STE F-2
Newberry, FL 32669

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Main Office

(352) 672-6802

 

Products and Services

We provide assistance in the following areas:

Protection

  • Permanent Life Protection
  • Term Life Protection
  • Asset Income Protection
  • Long-Term-Care Protection
  • Employee Benefits

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning / Strategies

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans