Southwest Florida Medicare
We specialize in helping seniors in Southwest Florida find the right Medicare plan to meet their specific needs.
- Medicare Plan Comparisons
- Medicare Enrollment Assistance
- Medicare Claims Assistance
- And More!
We are committed to helping seniors understand their Medicare options through education and counseling so they can make informed decisions about their coverage. We have hte experience to answer your questions and provide support every step of the way.
We offer seniors throughout Southwest Florida, from Sarasota to Naples, expertise in Medicare, free consultations, no-obligation quotes, and confidentiality. Call today!
Southwest Florida Annuities
We are a financial services firm in Southwest Florida that offers a wide range of annuities for retirement planning.
We've helped thousands of Floridians secure their retirements with annuities.
- Fixed Annuities
- Variable Annuities
- Indexed Annuities
- Annuity Riders
- Death Benefits
- Living Benefits
- Long-Term Care Benefits
- And More!
We ensure our clients understand all of their annuity options so they can make an informed decision when it comes to their retirement planning - every step of the way!
Southwest Florida Life Insurance
In addition to annuities, we specialize in Southwest Florida life insurance plans.
- Term Life Insurance Plans
- Whole Life Insurance Plans
- Universal Life Insurnace Plans
- Life Insurance Riders
- Death Benefits
- Living Benefits
- Long-Term Care Benefits
- And More!
Protect your family's financial future with the right life insurance plan for you and your spouse. We can help you every step of the way, answering all of your questions, and ensuring you make an informed decision on which life insurance plan is best for you and your family.
Southwest Florida Tax Planning
In addition to Medicare and financial/retirement planning services, we are a full-serivce Southwest Florida Tax Planning and Preparation Firm.
We help our clients minimize their tax liability with professional year-round tax planning. Year-round tax planning ensures you get all available deductions, avoid mistakes, and properly prepares you to file your taxes without stress and panic. We can provide you with a number strategies to maximize your income and minimize your taxes.
- Retirement Account Contributions
- Tax-Advantaged Investments
- Tax Credits
- Charitable Contributions
- Donating Appreciated Assets
- And More!
Proper tax planning and preparation is an integral part of saving money for retirement - what we do best - Call today!