About Us

Dennis  began his Financial Services career in 1984.  Over the years he was an  owner  of several financial related businesses including an Employee  Leasing-Marketing Company, Life Insurance Planning Agency, a Florida  Licensed and Bonded Third-Party Administrator (TPA), and more.  The goal  of this company has always been to create financial  efficiencies and mitigate risk for our clients. Our extensive  background includes Medicare Planning, Estate Planning Support,  and  Advanced Markets Planning for business owners and retirees. As a former  Chartered Financial Consultant ChFC®, (https://www.forbes.com/advisor/investing/chartered-financial-consultant-chfc/ ) and published author,  Dennis offers unique insight into planning and preparation in numerous  important financial matters .