Products & Services



 insurance Life Insurance
Disability Income Insurance
Long-Term Care Insurance
Critical Illness Insurance
Key Person Insurance
Business Continuation


 investments Mutual Funds
Roth IRAs
529 College Plans
412(i) Defined Benefit Plans


 planning Retirement Planning
Estate Planning
College Planning
Business Planning
Group Benefits
Legacy Planning


Being independent allows us to choose the companies we use.

Here is a partial list:

  • The Ohio National Life Insurance Company
  • Jackson National Life Insurance
  • Allianz
  • John Hancock
  • Mutual of Omaha
  • Genworth
  • Assurity
  • Union Central
  • Guardian Life Insurance
  • Aviva Life and Annuity Company
  • West Coast Life
  • Pruco Life Insurance Company
  • American General Life
  • Pacific Life
  • Hartford Life and Annuity Company
  • AXA Equitable Life Insurance Company
  • Sun Life
  • ING
  • United Health Care (thru Golden Rule)

Stock Watch

Contact Info

2101 W. Garden St.
Pensacola, FL 32502

850-637-1585 (Office)
850-637-1593 (Fax)

Message from the Founder

Welcome!  I am excited that you are here visiting our site, and I want to congratulate you on taking a step forward in your search to find a financial firm to help YOU work towards your financial goals.

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