Our Agency

We are committed to delivering the personal, face to face attention that you as a client deserve.  Our goal is to provide clients with the personal service that seems to be in short supply today.

Our office is Located in the Canterbury Professional Park, approximately two blocks east from the Saddlebrook Resort on the north side of SR 54 and next to Atoment Lutheran Church.

Our financial professionals take advantage of the latest technology and carry ultra-portable office equipment which includes the ability to print, copy, and fax from any location.   We will make every effort to accommodate clients’ desires and needs.

To better serve our clients we offer in-office meetings and on-location meetings. For your convenience we will come to you;  we also offer service to those who are in convalescent homes.

Click Here To View Our Florida Agency License - Number L025297

To view the agency license please click above you will need Adobe Reader

Get Adobe Reader here:  www.adobe.com