• Plan For Tomorrow

    Our foundation is built on fostering a long-term and meaningful relationship with you for life.

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  • Where You Stand

    What are your current needs and are they being satisfied? 

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  • Teamwork

    We have built a team of experienced professionals to meet a broad range of financial needs.

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Products & Services

At Florida Financial Strategies, we provide assistance in the following areas:

Investments

  • Bonds
  • Brokerage Accounts
  • Common Stock
  • CD's
  • Educational IRA
  • Fixed Annuities
  • Indexed Annuities
  • Managed Money Accounts
  • Mutual Funds
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Gifting Programs 

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Relationships

  • Certified Public Accountants
  • Trust and Will Establishment
  • Elder Law Attorney

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

Securities are offered through Registered Representatives of Vision Brokerage Services, LLC, member FINRA/SIPC.  Advisory Services offered through Alternative Investment Advisors LLC, a Registered Investment Advisor which is not affiliated with Vision Brokerage Services, LLC.  Fixed and traditional insurance products are offered through Florida Financial Strategies, which is not a subsidiary or control affiliate of Vision Brokerage Services, LLC. To review the background of this firm, got to FINRA's BrokerCheck.

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