Florida - (941) 704-8986 Maine - (207) 974-8012


Put your money to work.

Having financial investments is important because your investments can help you beat inflation, save for retirement, put your money to work and serve as additional financial resources.

Investing is an effective way to put your money to work and potentially build wealth. Smart investing may allow your money to outpace inflation and increase in value.

Each one of us have financial goals in life, these goals may include your child’s higher education, your retirement, to build your wealth, etc. all of these goals can be met by putting your money in the right direction in the right manner, this is where we can help. Let us help you find the right vehicle(s) for your money.

Services We Offer:

  • Fixed Annuities with attractive current rates
  • Index Annuities with guaranteed lifetime income
  • Rollovers (lump sums or transfers in either qualified or nonqualified markets)
  • Tax Planning
  • Estate Planning