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303 Main Street, Suite L, Dunedin, FL 34698

(727) 591-6314

Providing Comprehensive Retirement Planning

We help pre-retirees and retirees organize their financial affairs so you can retire on time and enjoy the longest period of unemployment in your life. 

We live in a time of great change and uncertainty. As world economics change, so does yours. You can achieve a level 10 of confidence in your finances by following a comprehensive plan framework.

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Florida Estate and Retirement Planning Center is an independently owned and operated company.

We have been providing financial advice for over 25 years. We are part of a network of thousands of independent advisors who specialize in a Safety First Retirement Plan. This collaboration allows us to leverage resources on a large scale and provide custom planning solutions to fit your induvial needs.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services.

We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up.

We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Account Management

Account Management

Open Roth and Traditional IRA Accounts Term and Permanent Life Insurance Estate Planning Rollover 401k Account Management

Safe Money Income Planning

Safe Money Income Planning

We use the latest planning and programs to help you achieve reliable, consistent guaranteed income in retirement.

Tax Wise Retirement<br/>

Tax Wise Retirement

Taxes are your biggest expense in retirement. Explore all the ways you can enjoy tax free income and Estate Recovery with our proprietary program options.

Social Security Income Planning

Social Security Income Planning

Social Security is the largest retirement asset most Americans own. Choosing the right benefits at the right time is one of the biggest financial decisions you'll ever make.

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