IT'S YOUR MONEY - DONT RISK IT

WE BELIEVE IN SLOW STEADY GROWTH....NO BAD YEARS TO MAKE UP FOR. THE OLDER WE GET THE HARDER IT IS TO MAKE UP FOR LOSSES.   "LET US SIT DOWN TOGETHER TO FIND A SOLUTION TO MANAGE YOUR RETIREMENT PLAN THAT FITS YOUR FINANCIAL GOAL AND NEEDS".

NEVER OUTLIVE YOUR RETIREMENT MONEY

There are plans that guarantee LIFETIME withdrawl benefits for the rest of your life.  401k's are meant to run out.  However, what if you live longer - then what?  We will show you how to have dependable income that literally lasts a lifetime.

PRINCIPAL PROTECTION - USE THE MARKETS WITH OUT ANY OF THE RISK

Especially as we grow older, it is crucial to have slow steady growth in our assets, rather than having a big year and then losing it all the next.  It becomes harder and harder to  get back to even.  Lets say you have 100K and lose 30%,  dropping you to 70k.  The next year you need to have a 43% gain just to get back to your original 100k.  This could be  catastrophic when in retirement.

TAX ADVANTAGES

Tax deferred growth, passing wealth on tax free, and making sure you aren't paying more taxes than you need to....these  are all crucial aspects of financial planning.  What an advantage for Florida Financial  to have an IRS enrolled agent on our staff. 

HOW CAN WE HELP YOU?

We want to  be "YOUR TRUSTED AGENT AND REPRESENATIVES"


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