Our Services

We provide a full array of investment instruments designed to accumulate assets, while always keeping in mind tax ramifications, proper diversification, and most importantly, the investor's wishes. These tools include mutual funds, fixed and variable annuities, limited partnerships, trading accounts and wrap accounts.

In order to assure financial security, we also incorporate the use of insurance products to complete the financial planning process. Life insurance is used to guarantee family security, business continuation, and estate liquidity. Disability insurance is utilized for income replacement in the event of an accident or an extended illness. Long term care policies are available to individuals who have accumulated a nest egg and want to be assured of a comfortable retirement.

In addition, we provide assistance to individuals interested in creating a legacy for future generations. Along with legal and tax counsel, we demonstrate techniques that reduce the cost of intergenerational wealth transfer and create an ongoing family plan of wealth management and charitable giving.

Securities through G.A. Repple & Co, A Registered Broker/Dealer, member FINRA, SIPC,           101 Normandy Rd, Ste 101, Casselberry, FL 32707 (407)339-9090