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.
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.
We get homeowners born before 1956... in Central Florida... 21 little known benefits they are owed... but not receiving - Including:
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.
Our firm is founded on strong beliefs, beliefs that manifest themselves in the way we do business, through our staff and with the services we provide.
We believe adhering to the highest standards of integrity are a measure of the success of our practice, our services, our dealings with our clients and our contributions to our community.
We believe in continually expanding our knowledge of current financial strategies, issues, trends, insurance and financial products. All of which are accomplished through diligent and ongoing research, the use of up to the minute technology and extensive continuing education.
We believe in treating our clients with compassion, consideration and respect.
Our business, our practice, is unique in that we possess the ability to help people provide for their futures and make their lives less worrisome.
These are the beliefs we founded our practice on over a decade ago and the ones that will carry us and our clients well into the future.
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.