Who We Serve
Our advisors have a wide variety of experience and are well positioned to serve businesses, individuals, and families, no matter how complex or simplistic your needs are. Some of the situations in which we are knowledgeable include:
-Careers that tend to have unique financial challenges, such as pilots, teachers, doctors and medical practitioners, attorneys, veterinarians, real estate and sales professionals, law enforcement, and accountants.
-Families and individuals with special needs.
-Those facing challenges such as divorce, death in the family, or inheritance.
-Specific challenges women and members of the LGBT community often experience.
-Specific needs of small, medium, and large businesses.
-Individuals who participate in the Florida Retirement System (FRS).
Learn about our products and services or contact us for a free, no obligation consultation.
Dan Zagata, CLU, ChFC, AIF, CFP