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I believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Optimizing Social Security Benefits
  • Coordinating your Florida Retirement System pension with Social Security Benefits
  • Coordinating Long Term Care insurance with Medicare supplements
  • Creating an income from your DROP monies or Florida Investment Plan
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Laura L. Thompson

(321) 279-5333

To Laura Thompson, living well means living with a sense of authenticity, a sense of security, and the freedom to pursue a dream. It means going to the Keys to tarpon fish and scuba dive, enjoying a stroll along St. Augustine's...

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