About Our Firm
Our firm has been servicing clients since the 1930s through affiliated financial representatives.
We design investment and insurance solutions for individuals, families, and business owners. We're headquartered in Tampa and support financial representatives throughout Florida and in Richmond, Virginia. Many of those representatives are licensed and registered to sell in many US states. We have a financial representative located near you and are available by a short drive, a quick phone call, or a convenient video conference to serve your financial needs.
The Power of Independence
Our firm is affiliated with one of the largest national financial networks offering world-class solutions, but is independently owned. This means our financial representatives have access to some of the highest rated investment and insurance products from the most recognized companies. Because our advice is independent and our compensation model is unbiased, our financial representatives are able to place the needs of our clients first—the way it should be.
Our LifeStage™ Program
We've created a consumer financial education program to help you make more informed financial decisions to positively impact your financial life. Our LifeStage™ program is designed to assist you—whether you’re age 21 or 121 or anywhere in between. If you're wondering how to start saving for retirement, how much life insurance you may need, how to save for a child's education, what to do with your 401k if you change jobs, when to claim your Social Security benefit, or have other financial questions, we invite you to explore our complimentary information. If you would like to discuss your situation in more detail, please contact us. We work with thousands of clients each year and have probably provided an answer or designed a solution for the same question you may have today. Click here to see more.