145 West Center Ave Sebring, FL 33870 us

(863) 385-1101

Services

A Focused Approach

Individuals 

With life's hectic pace we can sometimes forget to think about our finances. We have developed an easy process of checking up on your retirement assets. We can help you keep them together in one place so you can focus on what matters to you. 


If you have changed jobs then you should take your retirement money with you. Leaving behind old 401(k)s and other retirement benefits will only insure that you do not give them the attention they need. That is where we come in to help. Call us to talk about consolidating your retirement accounts today.


Corporations & Businesses

In today's competitive world it is important to offer benefits and incentives that help retain top talent. Corporations and businesses also have unique capital needs. We use bank and company owned life insurance policies to achieve these goals. If you have a top level executive that you are trying to give an added benefit to and have questions about which plans can discriminate, give us a call to explore your options. 

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