Our Newest Location... beautiful Venice, FL
The Hub of Financial Planning
Florida Financial and Insurance Group is a trusted beacon of financial security, proudly serving the communities of Port Charlotte, Venice, and Englewood. With a combined wealth of 50 years of experience, our team stands as seasoned experts in both Medicare and financial advisory services.
Specializing in Medicare, we navigate the complex landscape of healthcare options with precision and care. Our deep understanding of the intricacies of the system allows us to guide clients towards the optimal plans that suit their unique needs, ensuring peace of mind for their golden years.
At the heart of our philosophy lies the belief in "safe money" principles. We understand that financial stability is paramount, especially in retirement, and we strive to safeguard our clients' assets with astute planning and prudent investment strategies.
What sets us apart is our unwavering commitment to our clients. We operate under the principle that we work for them, not for the insurance companies. This ensures that every recommendation and decision is made with the client's best interests at heart, fostering a relationship built on trust and transparency.
Florida Financial and Insurance Group is more than a service provider; we are dedicated partners in the journey towards a secure and fulfilling retirement. With us, clients find not only expertise but also a genuine commitment to their financial well-being.
Eric Dudley, our office manager, is a seasoned financial advisor with over a decade of expertise, proudly calling Venice, Florida home for the past twelve years. With a passion for empowering individuals to embrace their golden years with confidence and security, Eric has become a trusted figure in the community.
Drawing from a deep well of financial knowledge, Eric specializes in crafting personalized investment strategies tailored to each client's unique aspirations and circumstances. His approach transcends mere number-crunching; it's about understanding dreams and translating them into tangible, sustainable strategies.
Beyond the spreadsheets, Eric is a dedicated advocate for his clients, known for his unwavering commitment to their financial well-being. His personable nature and empathetic ear have forged enduring relationships, establishing him as not only a financial advisor but also a trusted confidant.
Outside the realm of finance, Eric finds fulfillment in contributing to the vibrancy of Venice. He actively participates in community events, supporting local initiatives and fostering connections that enrich the lives of those around him.
Let’s Start Planning
Get in touch so we can start working together.