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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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Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.
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Transcript

Newsletters

  • Don’t Overlook the Value of Social Security Survivor Benefits

    While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

  • HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

    This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

  • Surprise! It’s Retirement Time

    Considering some important issues now could provide more options in the event of early retirement.

  • HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

    This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.

More Newsletters »

Calculators

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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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.

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