Florida Retirement Group

Insurance and Investments Made Easy

Florida Retirement Group is an insurance and financial services agency dedicated to simplifying the complexities of insurance and investments for pre- and post-retirees. Our mission is to provide clear, straightforward guidance to help clients navigate the often confusing landscape of financial planning.

financial planning

Secure your future

  • Retirement planning & income strategies
  • Investment management
  • 401(k) & IRA rollovers
  • Annuity planning
Healthcare Planning

Tailored heathcare solutions

  • Medicare Advantage & Supplement Plans
  • Prescription Drug Plans
  • Long-term healthcare solutions

 

Legacy & Estate Planning

Protect and transfer assets

  • Final expense planning
  • Wills, trusts & wealth transfer strategies
  • Life insurance policy reviews

 

Empowering your future

Personalized Services for Success

 

more services

We ensure quality in our financial and healthcare planning through standards, training, client focus, audits, feedback, and technology.

25+

Years of Expertise in Financial and Healthcare Planning

Planning for a Secure Future

Prioritizing Financial and Healthcare Planning

We offer comprehensive financial and healthcare planning services, fully committed to international standards of excellence. Our goal is to help you achieve financial stability and ensure your healthcare needs are met.

01.

Experienced Advisors

Over 25 years of expertise

02.

Fiduciary Promise

Your best interests first

03.

Personalized Solutions

Tailored plans for your needs

04.

Transparent Guidance

Clear and honest advice

Secure Your Future Today

Plan for a Comfortable Retirement with Florida Retirement Group

Take the first step towards achieving your retirement goals. Our expert advisors are here to help you navigate your financial future with confidence. Contact us now to schedule your free consultation!

Retirement Planning ⋅ Investments ⋅ Medicare ⋅ Annuities ⋅ Wealth ManagementRetirement Planning ⋅ Investments ⋅ Medicare ⋅ Annuities ⋅ Wealth Management
We focus on simplifying the complexities of insurance, investments, and estate planning to help individuals secure their financial future since 2017!We focus on simplifying the complexities of insurance, investments, and estate planning to help individuals secure their financial future since 2017!

Florida Retirement Expertise

  • Medicare

    Medicare Planning: What You Need to Know.

  • Annuities

    Annuity Planning: Ensuring Lifetime Income & Financial Security

  • Final Expense

    Final Expense Planning: Ensuring Peace of Mind for Your Loved Ones

  • Income Strategies

    Income Strategies for Retirement: Your Roadmap to Financial Freedom

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FLORIDA RETIREMENT GROUP