South Florida Financial Services

CONNECT

Address:

701 U.S. Highway 1, Suite 401 North Palm Beach, FL 33408
Boca Raton |  Ft. Lauderdale | Plantation | Coral Gables
, FL

Phone:

(561) 844-4000

Fax/Other:

(561) 844-9570

Our Services

Planning for Individuals

  • Financial Planning
    • Goal Setting, Budgeting, Tax Effiiciency
    • Retirement and Investment Strategies
    • Insurance Planning
    • Social Security Planning
    • Ongoing Plan Monitoring
  • Wealth Management
    • Mutual Funds, Index Funds, ETF's
    • Stocks, Bonds, Cash Alternatives
    • Alternative Investments
  • Retirement Planning
    • 401(k) Rollovers, Roth IRA, Traditional IRA
  • College Planning
    • 529 Plans, ESA Coverdell Plans, UTMA/UGMA
  • Insurance
    • Life Insurance
    • Disability Income Insurance
    • Long-Term Care Insurance
    • Health Insurance
  • Annuities
    • Immediate Income
    • Deferred Income
    • Guaranteed Lifetime Income
  • Estate, Tax and Business Planning
    • Key Person, Buy/Sell and Cross Purchase Agreements

 

Employee Benefits

  • Group Health Insurance (including HSA and HRA plans)
  • Group Dental and Vision Plans
  • Disability Income Insurance (Long-term and Short-term Disability)
  • Group Life Insurance (Employer-paid and Voluntary)
  • Pension Plans (401-k and Defined Benefit Plans)
  • Deferred Compensation
  • Non-qualified Deferred Compensation

 

 

Some health insurance products offered by unaffiliated insurers.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck