How long should you wait to claim your Social Security benefits? In short, waiting as long as possible to claim Social Security benefits is your best bet. However, factors such as how many years you worked, how much money you make, and your marital status all impact your Social Security. Social Security has been earned through a lifetime of taxes, let’s make sure it’s optimized.

To learn more about Social Security optimization, give us a call at (352) 474-6544 and schedule a free financial consultation.

Download our free whitepaper on Social Security now to get started!

Medicare programs can be extremely beneficial for retirees who are trying to maximize their finances at this stage in their life. Learn how to qualify for Medicare and if this option is right for you. We work to provide insurance quotes that can provide you a deeper understanding of how Medicare works. All parts of Medicare, Parts A, B, C, and D can be discussed to help determine what would work best for you.

To learn more about Medicare, give us a call at (352) 474-6544 and schedule a free financial consultation.

We offer cutting-edge and versatile products that not only provide a death benefit, but can also accumulate cash value. Examples include whole life insurance, universal life insurance, and variable life insurance. Each type has its own unique characteristics and traits, but the goal for each is to provide your loved ones with a sense of financial security should you die prematurely. Additionally, they accumulate as much cash value as possible for you to tap into on an income-tax-free basis. More and more people are buying cash value life insurance because of the tax efficiency it offers.

To learn more about life insurance, give us a call at (352) 474-6544 and schedule a free financial consultation.