FLORIDA FINANCIAL AND INSURANCE GROUP PROTECTING YOUR FAMILIES AND INVESTMENTS.
"WE'RE YOUR TRUSTED AGENT AND REPRESENTATIVES"
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)
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)
Port Charlotte, FL 33948
1/2 mile east of the charlotte sports park
OUR LAKE SUZY OFFICE
12687 SW County Rd 769 (kings HWY) - Lake Suzy, FL 34269 in the Legacy Tax Building
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?
Investments and savings
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”
WE CARRY PRODUCTS FROM
MANY OF THE NATIONS TOP COMPANIES INCLUDING:
Our Products and Services
BROWSE SOME OF OUR SERVICES BELOW
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!
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!
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.
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.