Orlando First Guaranty
Our Services

Utilizing the Prudent Optimization Process, our proprietary software and analytics, we can help determine which, if any, of the 21 most common overlooked details will impact the overall plans you have in place. ​

Our Company

As Managing Partner of Orlando First Guaranty I have dedicated my professional career to helping personal investors make wise decisions regarding their finances, retirement planning, Social Security planning, income planning and succession planning.​

Founded over 15 years ago Orlando First Guaranty continues a tradition of "specializing in protecting your dreams". We partner with you in creating a clear path toward the realization of your goals and objectives.

Our Mission

​​Identify legal, financial, and government benefits available to you...

Are you missing out on benefits?

Our Team

​​We get homeowners born before 1956... in Central Florida... 21 little known benefits they are owed... but not receiving - Including:


  • A program to make sure your wife doesn't lose half their Social Security income when they pass away
  • A program to cover 2 years of long-term care costs... without paying a cent in annual premiums


Our Mission is to raise this awareness to 10,000 residents of the Central Florida area through our seminars, meetings and personal contacts. We are the only people capable of doing this through our proprietary software within a 50 mile radius.

We are in the business of helping to provide financial security through the use of sound ideas, time tested planning practices, secure products and reputable companies.