Financial Services for Individuals

Services include but are not limited to:

·        Wealth Accumulation Strategies

·        IRA and 401k Rollovers
·  Annuities

·        Life Insurance Strategies

·        College Savings & 529 Education Plans

·        Separately Managed Accounts

·        Mutual Funds

·        Retirement Planning 
·        Comprehensive Financial Planning

·        Retirement Income Strategies

·        Tax Minimization Strategies*

·        Estate Planning*

·        Disability Income Planning

·        Long Term Care Planning
·  Florida DROP and Defined Benefit Consulting

*Services provided in conjunction with qualified estate attorneys and accountants. Securities are offered through LaSalle St. Securities, LLC, a member of FINRA/SIPC. Investing involves risks, including the risk of principal loss.