Our Motto:
"Protecting Seniors
through Retirement"

This is our commitment to provide the best for the client.
To ensure that they encounter no harm for their health
coverage or their income planning

Having been in the business for more years than I care to remember, I have seen harm come to Seniors for many reasons.  Most of which could have been avoided with sound advise rather than emotions.

Everyone looks forward to retirement as a time to kick back and enjoy life.  It may be traveling the World, Cruises, playing golf everyday or just finding that quiet hammock to relax and enjoy the grandchildren.  We do our part by protecting your financial well being to make it enjoyable.

This site is dedicated to providing you information about your Nest Egg, IRA's, 401K and how to take the risk out of them.  You have worked a lifetime to accumulate your retirement income.  I have seen it wiped out more than once for individuals reluctant to do what is needed to make it safe.

Basic Estate planning that everyone should follow.
You or the Probate Court can decide where it goes and who gets it.

We will cover IRA's, 40K's, Annuities, Taxes, Life Insurance and Long Term Care etc. 

We are an Independent Agency, not under the control of any other company.  There is no Agenda, Quota's or other factors to influence us to recommend one plan over another.  The clients need's and objectives will tend to direct us towards our recommendations.  There are a lot of "Options" available,  used singly or in combination with other plans.

We are located in central Florida and are able to serve anyone in the entire state of Florida.  We also many times are able to assist those in other states.  The demographics of Florida includes a large number that do not have a full time residence in Florida.

We hope this site will be of both interest and use to you.  If you have any additional questions that were not addressed on the site, please contact us


Regards,

Richard Goodrum