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Optimize Your Retirement

Create a guaranteed retirement income that you and your spouse cannot outlive.

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Schedule a call to learn:

 

  • How you may dramatically increase your interest earnings while safeguarding your investments from risk

  • How to pass your IRA to your children and grandchildren, without giving most of it to the IRS

  • How future tax rate increases may affect your retirement and if you'll be left with enough money

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About Us

We have 35 years of experience between us, helping people retire securely while also growing their wealth.

 

Our mission is to help the Tampa Bay Community meet and exceed your retirement goals, and consolidate your retirement accounts from unstable stock market accounts (ie:401Ks) into secure and stable plans.

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Grow your monies without the uneasiness of today's financial market. ​

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TESTIMONIALS

Sal has helped give me a sense of security that my retirement monies will grow regardless of what the market is doing. 

Client 

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