Florida Retirement Group

Insurance and Investments made easy

Customized Retirement Strategies for a Secure Future

Plan for a comfortable Future with Florida Retirement Group

Florida Retirement Group is an insurance and financial services agency dedicated to serving pre-and post-retirees. Our mission is to simplify the complexities of insurance and investments by adhering to a fiduciary promise. With over thirty years of combined experience, our advisors have assisted thousands of individuals and families in preparing for retirement. We specialize in health insurance for Medicare beneficiaries, long-term care insurance, life insurance, estate planning, and independent financial planning. We partner with top-rated insurance companies and financial institutions to tailor insurance and financial portfolios that meet clients’ specific needs and goals.

Our Services

retirement planning

Protect your standard of living and ensure you don’t outlive your income with retirement planning.

healthcare planning

Tailored solutions for your healthcare needs, including Medicare plans and long-term care.

legacy & estate planning

Protect and transfer assets efficiently with wills, trusts, and wealth transfer strategies.


Plan for What Matters Most.
We Are Florida Retirement Group.

At Florida Retirement Group, we offer comprehensive solutions for a secure retirement. Our expertise includes legacy and estate planning, final expenses, wills or trusts, charitable gifting, life insurance policy reviews, and wealth transfer. We tailor our services to protect and leverage your assets with continuity and tax efficiency.

Our team of financial advisors, estate planners, and insurance experts is dedicated to helping you achieve your retirement goals. Choose Florida Retirement Group to ensure your growth and secure your future.

Ready to plan your dream retirement?

Sign up for a free consultation.