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for all your financial planning needs, from health insurance to life insurance, from long term care planning to tax planning, from setting up a self pension that will never run out of money to managing your IRA/401k !
Life, Final Expense, Juvenile
Whether you want to leave a legacy, provide quick payment for your final expenses, or guarantee your grandchildren will be able to have insurance, we have plans to help. And don't forget to ask about 'living benefits' to be able to use your policy when you need it as well.
Remember the good old days when we worked at a job our entire career, and then earned a company pension? Those days may be gone, but we can help you set up a self-pension that guarantees you will never lose or run out of money. We believe in "safe money" and protecting your assets.
Long Term Care Planning
70% of seniors will need long term care in their lifetime. Do you have a plan? Are you counting on family? Medicaid? (Medicare does not cover long term care!) We have options to provide the financing you may need if that time comes, as well as a plan that will provide care in your own home.
Be proactive with your income tax strategies. There are ways to reduce taxes, and keep more of your money in your pocket! A mid-year review can make sure you are on the right track.
And when it's time to file those income taxes, we are to help.
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An Idea is Born
After being one of the nations' top producers, Greg Raymond decided he didn't like how many companies were doing business. Half truths, deception and greed seemed to be the norm. Greg knew that this wasn't the way to run a business. As he always says - "I need to sleep at night" Now that Florida Financial is a reality, Greg reports he is sleeping fine!
We will only work with the strongest, financially sound organizations. If we err, we err on the side of safety and conservative financial ideas. A slow steady growth is the way to avoid the ups and downs of the market. And to ensure you can enjoy your retirement without wondering if you are going to run out of money.
Honesty and Integrity
A few years back, Greg Raymond was featured in CAREER ADVANTAGE MAGAZINE, in a article entitled "Greg Raymond - A Portrait of Honesty and Integrity". This is the basis for Florida Financial and Insurance Group. We don't look at how much we will be paid or what is best for us. The only thing that matters is what is best for the client. We promise to help in whatever way possible. We want to be your trusted financial advisors, and help you make your retirement all you dreamed of!
Our Service Area
Serving all of SW Florida From Sarasota to Naples, Including:
Punta Gorda, North Port, Englewood, Boca Grande, Rotunda, Venice, Arcadia
Advisory Services offered through a registered investment advisory firm. Florida Financial Group is a licensed Insurance Agency in which Eric Dudley provides insurance services. Florida Financial Group is not affiliated with Portfolio Medics in any way. The information contained on this site is believed to be accurate and from reliable sources. It is intended for educational purposes and is not an offer to buy or sell financial products nor does it constitute financial/investment advice, tax advice or legal advice.