Weekly Investment Overviews: Join us every Tuesday and Thursday at 9am for a free no obligation 45 min. investment overview. Coffee and Bagels will be served at our downtown Sarasota office. Parking is free and presentations are limited to 5 guests per seminar please.

Welcome to Our Website!

We’ve been serving Sarasota and Charlotte counties for over nine years and are dedicated to providing our clients with the personal touch of first-rate service and innovative investment solutions that aim to maximize growth and minimize risk.

Our Products & Services

Investments: Bonds, Stocks, Mutual Funds, Preferred Stocks, Traditional IRA, Roth IRA, Variable Annuities, Fixed Annuities, Fee-based investment programs, Life Insurance, and Long Term Care Insurance (with Additional Investments offered)

Planning Services: Retirement Planning, Estate Planning, 401(k) Planning, 403(b) Planning, College Plans, Estate Plans, and Money Management (with Additional Planning Offered)