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We provide assistance in the following areas:

Investment Advisory Services

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance Services

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Financial and Leadership Webinars and Seminars

Contact Karen Wells to schedule a face-to-face seminar or webinar for your organization or for you personally.


  • The Florida Retirement System [FRS] – Understanding the Basics
  • FRS Rollover for Educators 2020
  • Savvy Social Security for Baby Boomers
  • Medicare: Planning for Healthcare in Retirement
  • (b) Informed: Financial Resources for Educators
  • Self-Defense Against Identity Theft
  • Sequence of Returns


  • Coaching Skills for Leaders
  • Quality and Service Excellence
  • A Leader’s Attitude: Whatever it Takes
  • Lead with Credibility – a Pirate’s View
  • Leadership Lessons from Braveheart

To register for any of the above webinars, please click here: