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  • Home Office
    6550 North Federal Highway, Ste 505 Fort Lauderdale, FL 33308 T: +1.954.902.6246 F: 954.902.6248
    Map and Directions Map and Directions
  • Oakland Park Branch
    1400 E Oakland Park Blvd Ste 100 Oakland Park, FL 33334 T: +1.954.902.6246 F: +1.954.902.6248
    Map and Directions Map and Directions
  • Tallahassee Branch
    2344 Centerville Rd Ste 101 Tallahassee, FL 32308 T: 850.706.2727 F: 954.902.6248
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Protecting your Social Security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
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Infographic: Five habits of 401(k) millionaires
You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
Retirement & Longevity
Through the back door to bigger retirement savings
“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
Retirement & Longevity
Infographic: Navigating Medicare
Review this roadmap to help you navigate through the Medicare enrollment process.
Retirement & Longevity
Read
The psychological side of spending your retirement savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity
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Infographic: Debunking Social Security myths
Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity
Read
Is a niche retirement community right for you?
Things to consider before joining a community of like-minded retirees.
Retirement & Longevity
Are You Prepared to Live Longer? [VIDEO]
3/21/2019
A longer lifespan means more years to enjoy the fruits of your labor. But have you planned for all that a longer re...
Retirement & Longevity

Are you ready? Let’s uncover the possibility of working together.

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  • Home Office 6550 North Federal Highway, Ste 505 Fort Lauderdale, FL 33308
  • T +1.954.902.6246
  • F 954.902.6248
  • Map & Directions
  • Map & Directions
  • Oakland Park Branch 1400 E Oakland Park Blvd Ste 100 Oakland Park, FL 33334
  • T +1.954.902.6246
  • F +1.954.902.6248
  • Map & Directions
  • Map & Directions
  • Tallahassee Branch 2344 Centerville Rd Ste 101 Tallahassee, FL 32308
  • T 850.706.2727
  • F 954.902.6248
  • Map & Directions
  • Map & Directions

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