Helping you make your retirement all you dreamed it would be!
Call us at:
2811 Tamiami Trail
Suite A
Port Charlotte FL 33952
(in the LaPlaya Plaza)
Serving all of SW Florida Including:
Punta Gorda, North Port, Englewood, Boca Grande, Rotunda, Venice, Arcadia
Life, Final Expense, Juvenile
Life, Final Expense, Juvenile
Whether you want to leave a legacy, provide quick payment for your final expenses, or guarantee your grandchildren will be able to have insurance, we have plans to help. And don't forget to ask about 'living benefits' to be able to use your policy when you need it as well.
Retirement Planning
Retirement Planning
Remember the good old days when we worked at a job our entire career, and then earned a company pension? Those days may be gone, but we can help you set up a self-pension that guarantees you will never lose or run out of money. We believe in "safe money" and protecting your assets.
Long Term Care Planning
Long Term Care Planning
70% of seniors will need long term care in their lifetime. Do you have a plan? Are you counting on family? Medicaid? (Medicare does not cover long term care!) We have options to provide the financing you may need if that time comes, as well as a plan that will provide care in your own home.
Tax Planning/Preparation
Tax Planning/Preparation
Be proactive with your income tax strategies. There are ways to reduce taxes, and keep more of your money in your pocket! A mid-year review can make sure you are on the right track.
And when it's time to file those income taxes, we are to help.
Click here to call for more information.
Meet the Team:
Meet the Team:
Gregory Raymond, President
Gregory Raymond, President
Greg has 30 plus years experience in the insurance field. He is currently licensed in FL, MI, TN, NC, OH, CO, and PA. His motto is "SAFE MONEY" and he offer retirement planning, long term care planning, and asset protection.
Michael Conticelli, Tax/Financial
Michael Conticelli, Tax/Financial
Michael spent over 15 years in New York as a Financial Planner and Investment Advisor, His services included financial planning, asset management, and tax planning and preparation.
Chris Cassill, Agent
Chris Cassill, Agent
Chris is has been a Florida resident for over 30 years, and has a license here and in PA. Her specialty is senior health insurance. but she also offers life/final expense plans.
Contact Us
Contact Us
Have questions? Like more information? Let us know!
Have questions? Like more information? Let us know!
Be a part of our weekly radio show!
Be a part of our weekly radio show!
Do you have a general question about life insurance, annuities, or even health insurance?
Click to call and leave us your first name, city you're calling from, and your question.
We will pick one or more to answer on the air!
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Get in touch!
Get in touch!
Address
Address
2811 Tamiami Trail, Suite A
Port Charlotte FL 33952
Phone
Phone
Hours
Hours
Mon-Fri: 9:00am - 5:00pm
Sat: by appointment
Sun: Closed
Our Story
Our Story
An Idea is Born
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. And to ensure you can enjoy your retirement without wondering if you are going to run out of money.
Honesty and Integrity
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 financial advisors, and help you make your retirement all you dreamed of!
Our Service Area
Our Service Area
Serving all of SW Florida From Sarasota to Naples, Including:
Punta Gorda, North Port, Englewood, Boca Grande, Rotunda, Venice, Arcadia