Retired Public School System
Mr. Dragon thoroughly explained everything to me, making sure I understood all aspects of my retirement plan. He helped me find an investment strategy suitable to my needs, and he made me feel confident along the way with my decision. Also, everyone I have referred to him has come back to thank me. Now instead of being nervous, I’m looking forward to my retirement.
Staying up to date with the latest training seminars means we can offer our clients the most relevant planning options available.
• State Legislation • IRA • Roth IRA • Sep IRA • Simple IRA • Non-qualified • Fixed and indexed annuities • Safety of safety of principal • No admin fees • No front/back load charges.
155 Cranes Roost Blvd. Ste. 2040
Altamonte Springs, FL 32701
Our goal is to enable individuals to navigate towards retirement without the stress of potential financial loss. We provide financial products and services tailored to meet the specific needs of our clients, while maintaining security and ensuring growth. Of equal importance is our character for integrity, accessibility, and quality of our long-term consultative relationships with our clients.
Know Your Retirement Options
• Pension Plans • Investment Plans • D.R.O.P./P.L.O.P. Information • Unused Sick Pay • Social Security Rules and Regulations • Supplementary Savings Options • And More
SCHOOL SYSTEM K-12
• Mortgage Protection • Tax Deferred Investment • Wealth Generation • College planning for kids • Final Expense • Protection Against Probate
Enthusiastic Team • Proven Record of Success • Paid Training • Manage Your Own Schedule • Career Support • Upward Mobility