"Helping You Solve Your   Financial Puzzle"

Financial & Insurance Services has been serving the residents of Northwest Florida and the surrounding areas for over 30 years. We have been privileged to guide many clients through the complex financial planning issues relating to their individual stage of life. Whether it be help with wealth accumulation,

wealth preservation, risk management, retirement income planning or long term care crisis management, we feel truly blessed to have served so many long-time clients and we are honored that many of our newer clients are second and third generational clients.

We bring a team approach to helping our clients address their planning needs.

Our team includes:

  • Licensed investment advisor representative and financial planner

  • Licensed insurance personnel

  • Medicaid ICP experts

  • Estate and elder law attorneys

  • Registered tax professionals