Protecting Your Family. Planning Your Future.
Services We Offer
Pre & Post Retirement Planning
There is no “one size fits all” approach to retirement planning; working with an independent investment advisor representative is critical for a needs specific approach. I will put together a custom plan to address your concerns.
We’ll design a personalized plan to:
- Protect, build and grow your retirement nest egg
- Maximize your social security
- Create income for life *Guarantees are based on the claims paying ability of the issuing insurance company.
Enhanced Planning
Many people mistakenly believe that enhanced planning is only for the rich. We believe that nothing could be further from the truth! In our opinion, everyone can benefit from reviewing our checklist and completing some or all these documents.
Call or email for a personal copy!
Don’t know where to start? No need to panic. We have a list of local referrals for you as well!
Traditional Life Insurance
Life insurance has a variety of uses. Whether you want to leave a legacy, relieve a burden, or save for the future, we can help. We will compare companies to ensure you get the proper coverage.
We form lasting relationships with our clients and we will be by your side at every turn.
Medicare Solutions
Are you tired of the commercials, mail, and phone calls? Let us help you navigate the decisions required when you become medicare eligible.
Meet Your Fiduciary &
Friend Mindy
Mindy Strong started her career in 2017. She graduated with honors from the University of Florida with an MEd. As a dedicated mom of three, Mindy knows the importance of planning for the future and treating others with the care and attention they deserve. She approaches her clients as friends, always prioritizing their best interests, helping them manage their wealth with the same mindfulness she applies to her own life.
Get in Touch
If you are considering professional financial guidance and just have general questions, please provide your information. We look forward to assisting you and discussing how we can help meet your needs.
