Employee Benefit Plans


As a fully independent company, we will help build cost-effective plans ideal for your group.

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401(k) Services

Through a variety of strategies, we will help maximize the potential of your 401(k).  Our team will help your employees prepare for retirement.

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Disability Income Insurance


We will develop a plan to protect your most valuable asset, your ability to earn an income.

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Long-Term Care Strategies
Across a range of customized long-term care policies, we will help you protect against uncertainty and escalating long-term care cost.

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Custom Plan Design​​

Our customized strategies are built to evolve.  That's why we provide a consistent and objective perspective to ensure your plan is integrated for today and optimized for tomorrow.

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Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.


The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Florida, Alabama, Georgia, Massachusetts, Pennsylvania, Tennessee and


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3298 Summit Blvd, Suite 27

Pensacola, FL 32503

Phone: (850) 436-6615