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Life Insurance


Life insurance has long been a part of estate planning in Florida. It can be used to provide a continuation of income for those left behind, to cover final expenses, paying off debt, or as an inheritance or charitable contribution.

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Medicare Supplement


If you're concerned about Medicare costs, a Medicare Supplemental Insurance (Medigap) helps pay the "gap" between what Original Medicare (Medicare Parts A and B) pays and what you pay out of your own pocket.

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Long-term Care


72% of our senior population require an avg of 3 years long-term care benefits. Those benefits include Home Care, Nursing Home Care, Assisted Living, or Hospice. Medicare does not pay for these expenses leaving most people at risk.

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We offer Retirement Planning, and a full slate of Financial Services:


Retirement is one of the most important life events many of us will ever experience. From both a personal and financial perspective, realizing a comfortable retirement is an incredibly extensive process that takes sensible planning and years of persistence. Even once it is reached, managing your retirement is an ongoing responsibility that carries well into one's golden years. While all of us would like to retire comfortably, the complexity and time required in building a successful retirement plan can make the whole process seem nothing short of daunting. However, it can often be done with fewer headaches (and financial pain) than you might think - all it takes is a little homework, an attainable savings and investment plan, and a long-term commitment. Our advisors are specialized in this area and will help to break down the process needed to plan, implement, execute and ultimately enjoy a comfortable retirement. They will review concepts with you such as How much money will you need, Asset allocation and diversification, Tax implications, and Removing as much risk from your retirement as possible.

" Neeraj Agarwal "
  • Hours Mon-Fri: 9am-5pm and Sat-Sun: 12 Noon-5pm
  • Serving SW Florida Naples / Bonita Springs / Fort Myers / Cape Coral / Lehigh Acres