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Florida Financial Group
Winterwoods, 2760 SE 17th Street, Building 500-A
 Ocala, FL 34471

Phone:

  • 352-629-9555

Fax:

  • 352-629-4780

E-mail:

  • tpick@financialguide.com
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Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
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Transcript

Newsletters

  • HOT TOPIC: Geopolitics and the U.S. Financial Markets

    This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

  • Tips to Help Preserve Your Inheritance

    It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

  • Taxing Social Security Benefits: Clearing the Confusion

    The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

  • Strategies for Smarter Giving

    In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

More Newsletters »

Calculators

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

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Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC.  Member SIPC (www.sipc.org).  Supervisory office:  301 E. Pine Street, Suite 800, Orlando, FL 32801 407-992-0530.  Florida Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.  301 E. Pine Street, Suite 800, Orlando, FL 32801.  407-992-0530.

CRN202802-8007435

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