Services
Four services, one office
Retirement income, family legacy planning, living trusts, and notary work, handled together in our Daytona Beach office so nothing falls between an advisor, an attorney, and a notary.
Retirement Income
Ways to turn what you have saved into steady retirement income, explained plainly so you understand how each option works and what it costs before you decide anything.
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Family Legacy Planning
Planning for the parts of the future that are harder to talk about: extended care, a dependent who will always need support, and what reaches the next generation intact.
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Notary Services
Notary work handled in house, in person at the Daytona Beach office or online through remote online notarization, including for documents we had no part in preparing.
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Estate Planning & Trusts
Living trusts and the documents that surround them, drafted and reviewed by licensed attorneys, with Michelle coordinating the process from start to finish.
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Free annuities guide
Read this before you buy an annuity.
A plain-language guide to what annuities are, what they cost you in flexibility, and how to tell a good one from a bad one. Written for people who want the facts before the sales pitch.
- What an annuity is, and what it is not
- What you give up for guaranteed income
- Five questions to ask before you sign
- The most common annuity mistake
Get the free guide
Free. Sent straight to your email.