Retirement Planning Services

Preserving the Past · Protecting the Present · Planning for the Future

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We are committed to what matters most to you, having your money last . . . leaving a legacy . . . financial peace of mind. When it comes to your retirement, you need someone you can trust.

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We offer all aspects of Medicare Assistance Services totally free of charge and take the time to thoroughly explain.

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Long Term Care

Nursing home care can run as high as $80,000 per year! Does your retirement strategy account for this kind of possibility?

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Social Security

Social security can be complex and confusing. Before you decide this critical piece of retirement, be sure you have the answers needed for an informed decision.

Estate Planning Meeting in Land O Lakes FL

Estate Planning

There are many working parts to your personal and financial estate. A system of organized information is helpful and necessary for you and your heirs.

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Life Insurance

An often-overlooked aspect of retirement planning is life insurance. Nothing is more needed, even in retirement, and there are many choices available.

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Qualified Accounts

If you are like most people approaching retirement, you probably come to this stage of your life with a variety of options for the retirement you have always dreamed of.

Image of Couple Headed to Get Annuities Advice from Jim Willis


Diversification often offers the best chance of meeting your retirement goals throughout your lifespan.