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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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Calculators

You can review interesting calculators on my site.

View Calculators

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Videos

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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

  • Online Shopping in the Tariff Era

    Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.

  • Is Your Dream Kitchen a Good Investment?

    Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

  • Separately Managed Accounts: Tax-Efficiency and Tailored for You

    With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

  • 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.

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

More Calculators »

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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