DID YOU KNOW WE NOW HAVE A PROFESSIONAL IRS ENROLLED AGENT ON SITE TO SERVE YOUR TAX PREPERATION AND TAX PLANNING!

We are excited to announce that Ken Kondel, an IRS enrolled agent is now available for your tax needs.  Call our office for details, or write him at [email protected]  (see coupon on the tax preparation page)

CONGRATULATIONS TO

KEN KONDEL

2017 CHARLOTTE SUN

READERS CHOICE AWARD

"BEST OF CHARLOTTE"

                   

FLORIDA FINANCIAL AND INSURANCE GROUP 


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          OUR NEW           MAIN OFFICE

1810 El Jobean Road (SR 776)

suite 1

Port Charlotte, FL  33948

1/2 mile east of the charlotte sports park

           941-786-0332

Fax 941-883-6577

Our Story

WE LOVE HELPING YOU BE SUCCESSFUL!

An Idea is Born

After being one of the nations' top producers, Greg Raymond decided he didn't like how many companies were doing business.  Half truths, deception and greed seemed to be the norm.  Greg knew that this wasn't the way to run a business.  As he always says - "I need to sleep at night"  Now that Florida Financial is a reality, Greg reports he is sleeping fine! 

We will only work with the strongest, financially sound organizations.  If we err, we err on the side of safety and conservative financial ideas.  A slow steady growth is the way to avoid the ups and downs of the market.

Honesty and Integrity

A few years back, Greg Raymond was featured in CAREER ADVANTAGE MAGAZINE, in a  article entitled "Greg Raymond - A Portrait of Honesty and Integrity".  This is the basis for Florida Financial and Insurance Group.  We don't look at how much we will be paid or what is best for us.  The only thing that matters is what is best for the client.  We promise to help in whatever way possible.  WE WANT TO BE YOUR TRUSTED REPRESENATIVE!

"THE FLORIDA FINANCIAL PLAN"


“For any age and any income” – many advisors first question is “how much money do you have to invest? Many aren’t interested in you if you don’t have at least $50,000, $100,000, and sometimes $250,000 in savings. We want to help you – no matter of your situation. From a 21 year old who just got there first job to a 85 year old who is worried about outliving there income, to a financially secure individual who wants to leave there loved ones the largest tax efficient estate possible – we can help!

1) THE CHECK UP – what are your needs – what are your areas of concern?

Budgeting

Health care

Income protection

Goals

Investments and savings

Risk assessment

LTC

LTC alternatives

Wills and trusts

Tax smart investments

Creating tax free income

Lowering your taxes

Income you can’t outlive

Social security maximization

Protecting your loved ones

Leaving a legacy

2) THE DIAGNOSIS – your needs analysis – where we think you need help.

“A specific comprehensive view of your situation”

3) THE CURE – our specific plan

“A step by step plan on how to live with in your means, lower your taxes, maximize your retirement, and leave a legacy”

                                                                                                  HOW CAN WE HELP YOU?

                                                           We Want to be "YOUR TRUSTED REPRESENATIVE"

CONTACT US

WE CARRY PRODUCTS FROM

MANY OF THE NATIONS TOP COMPANIES INCLUDING:

Our Products and Services

BROWSE SOME OF OUR SERVICES BELOW

SAFE MONEY

A SLOW STEADY GROWTH BEATS THE UP'S AND DOWN'S OF THE MARKET.  THE OLDER WE GET, THE HARDER IT IS TO GET BACK TO EVEN, MUCH LESS MAKE UP FOR THE LOST EARNINGS.  ASK US FOR IDEAS!

INSURANCE NEEDS

TERM, WHOLE LIFE, UNIVERSAL LIFE - WHAT KIND OF INSURANCE DO YOU NEED?  DID YOU KNOW THAT LIFE INSURANCE CAN BE A TREMENDOUS TAX FREE INVESTMENT?  LET US HELP YOUR FUTURE AND YOUR FAMILIES FUTURE.  PROTECT THE ONES YOU LOVE!

RETIREMENT

REMEMBER THE GOOD OLD DAYS WHEN WE WORKED AT A JOB FOR OUR ENTIRE WORKING CAREER AND THEN EARNED A COMPANY SUPPLIED PENSION?  THOSE DAYS ARE GONE.  ASK US HOW WE CAN GET YOU A SECURE AND SAFE LIFETIME INCOME.

INVESTMENTS

THE YOUNGER YOU ARE THE LARGER PERCENT OF YOUR INCOME SHOULD BE AT RISK.  THE OLDER YOU ARE THE LESS YOU SHOULD HAVE AT RISK.  LET US HELP YOU COME UP  WITH A PLAN THAT IS RIGHT FOR YOU AND YOUR FAMILY.

Our years of experience and belief in safe, secure investments makes us the  #1 source to find your "TRUSTED REPRESENATIVE" "