Helping you make your retirement all you dreamed it would be!

Call us at: 

941-786-0332

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

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.

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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.

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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.

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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. 

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Meet the Team:

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 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 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.

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Get in touch!

Address

2811 Tamiami Trail, Suite A

Port Charlotte FL 33952

Phone

Hours

Mon-Fri: 9:00am - 5:00pm
Sat: by appointment
Sun: Closed

Our Story



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

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

Serving all of SW Florida From Sarasota to Naples, Including:

Punta Gorda, North Port, Englewood, Boca Grande, Rotunda, Venice, Arcadia