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    We help create sound financial strategies for the days ahead.

    Dedicated to enhancing both your current and future way of life.

    Pension Management Workshops

    Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial information at no cost. We offer informational seminars and guest speakers as well as educational handouts, reference materials and product literature.

    We invite all clients, referrals and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience.

    Upcoming Workshops

    Thursday, July 30th
    Tree Steakhouse (Mandarin)
    11362 San Jose Blvd.
    Jacksonville, FL 32223
    Click here for directions.
    Click here for the invite.

    DROP Seminar April 23rd 2015
    The Grill
    Riverview 101 Flagler Ave.
    New Smyrna Beach, FL. 32169
    Click here for directions.

    DROP Seminar April 23rd 2015
    Copeland’s
    4310 Southside Blvd.
    Jacksonville, FL. 32246
    Click here for directions.

    DROP Seminar April 28th 2015
    Copeland’s
    4310 Southside Blvd.
    Jacksonville, FL. 32246
    Click here for directions.

    DROP Seminar April 28th 2015
    Caddy Shack
    455 South Legacy Trail E106
    St. Augustine, FL. 32092
    Click here for directions.


    Workshop Registration
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    We enjoy guiding our clients as they implement the financial strategies that help them meet their financial and life goals.

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    unique financial approach
    We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.