Services


Pension Options:

Whether participating in the Florida Retirement System or a city pension plan, I can help you in determining an appropriate pension option.

Investment Planning Services:

As an independent financial advisor working with The Legend Group, I have access to over 100 insurance companies and 300 mutual fund families. Whether you are looking for guaranteed income or applying an asset allocation advisory service, I can help you build and select the investment strategy that's best suited for your objectives.

Life Insurance:

I can help you decide which type of insurance fits your needs.  This can include lifelong protection with a whole life policy or the more affordable term insurance.

Education:

By working together, we can decipher the often conflicting and confusing financial news that bombards the television airwaves, Internet, and newspapers today.  I will provide a detailed overview on how different products work; along with the downside and upside potential of each.   What may be good for your neighbor or co-worker may not be the best for you.  By highlighting different investment strategies, we can make an educated decision about your future.