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  • Home
  • Quotes
    • Business >
      • Business Quote
      • Commercial Auto Quote
      • Events Quote
    • Specialty >
      • Boatowners Quote
      • Umbrella Quote
      • Weddings Quote
      • Private Horse Owner Liability Quote
    • Property >
      • Home Quote
      • Condo Quote
      • Mobile Home Quote
      • Renters Quote
      • Personal Vacant Property Quote
      • Flood Quote
      • Landlords Quote
      • Personal Inland Marine Quote
      • Personal Vacant Land Quote
      • Builder's Risk Quote
    • Vehicles >
      • Personal Auto Quote
      • Motorcycle Quote
      • Scooter Quote
      • Snowmobile Quote
      • ATV Quote
      • Motor Home/RV Quote
      • Golf Cart Quote
      • Roadside Assistance Quote
    • Life >
      • Life Insurance Quote
    • Medical >
      • Travel Quote
      • Health Quote
      • Dental Quote
      • Vision Quote
      • Critical Illness Quote
      • Disability Quote
      • Medicare Supplement Plan Quote
      • Long Term Care Quote
  • Products
    • Business >
      • Learn about Business Insurance
      • Learn About Events Insurance
      • Learn about Commercial Marine Insurance
      • Learn About Commercial Auto
      • Learn about Workers Compensation Insurance (including USLH)
      • Learn About International Business Insurance
    • Specialty >
      • Learn about Boatowners Insurance
      • Learn about Umbrella Insurance
      • Learn About Wedding Insurance
      • Learn about Private Horse Owner Liability Insurance
      • Learn about Aviation Insurance
    • Property >
      • Learn about Home Insurance
      • Learn about Builder's Risk Insurance
      • Learn about Condo Insurance
      • Learn about Renters Insurance
      • Learn about Mobile Home Insurance
      • Learn about Personal Inland Marine Insurance
      • Learn about Flood Insurance
      • Learn about Vacant Land (Personal)
      • Learn about Vacant Property
      • Learn about Landlords Insurance
    • Vehicles >
      • Learn about Auto Insurance
      • Learn about Classic Car Insurance
      • Learn about Motorcycle Insurance
      • Learn about ORV Insurance >
        • Learn about ATV Insurance
        • Learn about Snowmobile Insurance
        • Learn about Golf Cart Insurance
      • Learn about RV Insurance
      • Learn about Scooter Insurance
      • Learn About Roadside Assistance Insurance
    • Life >
      • Learn about Life Insurance
      • Learn about Guaranteed Issue
    • Medical >
      • Learn about Travel Insurance
      • Learn about Health Insurance
      • Learn about Dental Insurance
      • Learn about Vision Insurance
      • Learn about Critical Illness Insurance
      • Learn about Disability Insurance
      • Learn about Long Term Care Insurance
      • Learn about Medicare Advantage Plans Insurance
  • Service
    • Manage Policy
    • Proof of Insurance
  • Resources
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Financial Planning

We have developed a four-stage consultation that will help you get your financial plan back on track for protecting your financial future. Speak with our financial experts about available solutions for savings, retirement, investments and more.

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Financial Planning Consultation Overview

Personal Finance Consulting #1
  • For this session we will emphasize the importance of TVM. After this essential principal is understood, we will explore ways ones money can work for them, rather than it working for the bank.

Personal Finance Consulting #2
  • Here each client will create a financial plan outlining monthly expenses. They will analyze the positive and negatives; each outline will be reviewed and suggestions will be made for improvements. Clients will also be emailed a link with successful negotiation concepts, which will create a savings opportunity each month.

Personal Finance Consulting #3
  • For this module there will be multiple chances for extra funds to be earned. First we will analyze a list of updated banking bonus options and their respective reviews (up to $1,000). Next each client will choose a personal finance strategy for the next five years. The outline from Personal Finance Consulting #2 will be extended to a five year outline. Potential tax credits will be explored last, and each client will have access to a CPA who can advise on which tax credits fit which client outline.
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Personal Finance Consulting #4
  • For the last session consulting services will be used to help each client actually file for the tax credits so they can really save money. In addition suggestions on the five year outline will be made with the hopes of creating additional wealth. A complete package of all covered material from session 1-4 will be emailed to each client for future reference.
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Financial Products

Here are a few of the financial products we assist clients with:
  • Annuities - Fixed Annuities, Fixed Index Annuities, Income Annuities, Annuity Living Benefits
  • IRAs - Rollover IRAs, Traditional IRAs, Roth IRAs, IRAs for Spouses, SEP IRAs, SIMPLE IRAs
  • Life Insurance - Term Life Insurance, Universal Life Insurance, Indexed Universal Life Insurance, Variable Universal Life Insurance, Survivorship Life
  • Workplace Retirement Plans - 401k Plans, 401a Plans, 403b Plans, 457 Plans, SEP IRAs, SIMPLE IRAs
  • College Savings Plans - 529 Plans, Coverdell Education Savings Plans, UGMA and UTMA Custodial Accounts
  • Employee Benefits Plans - Critical Illness, Accident Insurance, Group Life Insurance, Group Disability Insurance.

You may or may not qualify for all or any of the options above. The best way to find out your best options is to schedule a free consultation with our financial specialists today.

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6650 W. Indiantown Rd.
Jupiter, FL 33458


(561) 768-8176

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