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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 Take the Bait: Top Tax Scams in 2025

    As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

  • Unpacking the Real Limitations on Unlimited PTO

    The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

  • Small Business: Coping with the End of De Minimis Imports

    Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

  • Could Employee Ownership Be Part of Your Succession Plan?

    An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.

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Calculators

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Lease Payment

    How much would your monthly lease payment be?

  • Loan Payoff

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

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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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