301 East Pine Street
We start with the conversation focusing on the client’s goals. With those goals in mind we create and implement a customized approach to achievement. We focus on Retirement & Estate Planning while keeping an eye on possible risks. We help clients achieve Growth Strategies, Income Strategies, and Asset Preservation Strategies for their goals. For clients with more focused goals, we will tailor our plans, such as College Planning & Protection Solutions.
Special Care Planner, Financial Services Representative
Cory Weiser has 20 years of experience in the Financial Services industry and currently resides in Windermere, FL with his wife Julie, and son Emryk. Cory works closely with individuals and small business owners to customize retirement...
Client Service Specialist
Personal Marketing Assistant
Jackie focuses her efforts on efficiently assisting clients with establishing their protection solutions and wealth management accounts. She personally handles each phase of the process for clients to ensure each client has a flawless...
Financial Planning Coordinator
Earned a Bachelors of Science in Finance from Florida State University. Matt has over 9 years experience in the Financial Services Industry.