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About Us

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.

Financial & Insurance Services offers financial planning and insurance services with a predominate focus on retirement income planning and long term care crisis / asset protection planning, including but not limited to:

Retirement Income Planning

  • IRA / 401k Rollovers

  • Income Tax Reduction Analysis

  • Income Replacement Needs Assessment

Financial Planning

  • Investments

  • Annuities

  • Independent, Objective Portfolio Analysis

  • Asset Allocation Review

Medicare Insurance Planning

  • Supplements

  • Advantage Plans

  • Prescription Drug Plans

Medicaid / VA Planning

  • Nursing Home Asset Protection Planning

  • Pre-Health Crisis Asset Protection Planning

  • VA Aid & Attendance Planning

Insurance / Risk Management Planning

  • Life Insurance

  • In-Force Life Insurance Audit

  • Long Term Care insurance

  • Beneficiary Review

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