About Our Firm
Our firm has been servicing clients since 1930s through affiliated financial representatives.
We offer a full spectrum of investment and insurance products to individuals, families, and business owners from many different companies. Although our firm’s headquarters is located in Tampa our financial representatives are located throughout Florida and in Richmond, Virginia. Many of those representatives are licensed and registered to sell in many US states. We have a financial representative located near you and are available by a short drive, a quick phone call, or a convenient video conference to serve your financial needs.
The Power of Independence
Our firm is independently owned and has an open platform which provides our financial representatives with access to some of the highest rated products from among many competing companies. Additionally, our financial representatives are compensated the same, regardless of the products they sell, without needing to meet any quotas. This allows them to place the needs of their clients first—the way it should be. The solution fits the client, not the other way around.
Our LifeStage™ Program
When you may or must make a financial decision which affects your life it’s helpful to have the information you need in order to make the best decision you can. Our LifeStage™ program is designed to assist you—whether you’re age 21 or 121 or in between. It’s for anyone at any age for any investment or insurance situation. Click here to see more.