Who We Are

Welcome to Investment & Insurance Planning Services! Our goal is to provide you with personalized financial planning and investment management services that are tailored to your individual needs and priorities. We believe that by focusing on the intersection of what's important to you and what you can control, we can help you pursue your goals so you can focus on the things that matter most in life. Whether you're just starting out or already established, we want to be your partner along the journey of life.

What We Do

Our mission is to help people find clarity in their financial lives so they can feel more confident and free to do the things they’re passionate about. We believe that everyone should enjoy their wealth while they still have their health, by doing the things that inspire them. Our goal is to help you find sound financial strategies that enable you to pursue and preserve what’s most important in your life.

Why Trust Us

In today's world, it is more important than ever to find a financial planner you can trust. We are a group of independent fee-based financial planners who place the needs and goals of our clients above all else. This means that our obligation is to you and not the ambitions of large financial institutions. When you work with us, you can rest assured that the advice we give will come from a place of honesty and integrity.

We are proud to have over 40 years of combined experience. We use this expertise to help clients address the financial complexities of retirement, investment, estate, and insurance planning. The initial consult is always complimentary so that we can determine whether or not we are a good fit for each other. We hope to work with you soon!

Who We Serve

We serve individuals, families and small business owners, in the Oviedo, Greater Orlando area, Melbourne and Palm Bay. People who consult our practice include those who are nearing retirement, in a career transition, or people who simply want to be more proactive with their time and investments. Our clients come from a variety of backgrounds, including a number of current and former L3 Harris Corp employees, other defense contracting engineers and JetBlue pilots. Our commitment is to provide you with great service and advice that’s consistent with your individual financial goals.