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Welcome

 We are committed to providing solutions to your retirement, investment, and insurance needs for your financial security and confidence. 

Financial Security And Confidence

Investment Advisory Services

Retirement Strategies for Growth and Income

Life and Disability Protection

Long Term Care Planning

Our Company

As our name and logo indicate, we serve families by helping them obtain their financial goals. We do this by getting to know our clients on a personal and confidential basis.

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Our Qualifications

Jack has been working with individuals and businesses in the Tampa Bay area since 1983. He holds various professional designations including CFP®, CLU®, ChFC®, and CLTC®. In addition, he has a Master of Science degree in Financial Services and a Bachelor Degree in Finance.

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