We Serve Educators

  • Helping educators is at the heart of what we do. Since the beginning, our agency’s focus has been on supporting the teachers and school district employees who work in our community. Scott and his wife, Ali, both come from a family of educators and understand the questions that many teachers ask.

  • Have you ever wondered about pension plans versus investment plans? Have you heard your colleagues talk about the DROP program? Worried that your state retirement won’t be enough?

  • Whether it’s designing custom insurance solutions, saving for retirement with educator specific accounts like 403b’s, understanding district benefits, or navigating state plans like DROP and the Florida Retirement System, we are here to walk you through it all.

Call or Text us at (941) 289-3580 or schedule a time to speak with one of our team members