About Our Firm
Our firm has been servicing clients since the 1930s through affiliated financial representatives.
What We Do
We design investment and insurance solutions for individuals, families, and business owners. Our firm is headquartered in Tampa and supports affiliated financial representatives located in twenty-one offices throughout Florida and in the greater Richmond, Virginia region.
Our affiliated representatives are often licensed (to sell life insurance products) and registered (to sell securities) to service clients in many US states. So, while we’re more local and experienced than ever, we’re also more accessible than ever by phone, meeting, or convenient video conference to serve your financial needs.
The Power of Independence
Our firm is affiliated with one of the largest national financial networks in the US. That allows us to fit our clients’ needs with:
- Professional, world-class investment solutions
- Tailored insurance solutions, and
- Customized planning strategies with independent insight
Improving Your Financial Position
A better financial life starts with understanding where want to go (defining your goals) and what it takes to get there (designing your strategy). It’s difficult to know if you’re on track if you have no track.
That’s why it may be helpful to speak with a financial representative. We work with hundreds of people every day from every walk of life, recommending ways to improve their financial position. It may be your first time encountering a financial challenge, but we’ve worked with many people with the same challenge before. You can benefit from that experience. If you feel your financial life has been neglected and that you’d like to explore ways to improve your, your family’s, or your company’s financial position, we may have some ideas you haven’t considered.
Let’s start with a complimentary conversation.