Florida Estate and Retirement Planning Center is an independently owned and operated company.

We have been providing financial advice for over 25 years. We are part of a network of thousands of independent advisors who specialize in a Safety First Retirement Plan. This collaboration allows us to leverage resources on a large scale and provide custom planning solutions to fit your induvial needs. 

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services.

We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up.

We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.