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Asset Recovery
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We provide nationwide searches for dormant funds that are owed to individuals and families.


If you've received a call or a letter from us, it's because we've found funds being held by the government that may be rightfully yours.

We know the "ins and outs" of government agencies in various states. If a government agency is holding your funds, we know how to get them! Since after a certain period of time elapses, the government may get to keep your funds, it's always best to have professionals on your side.

If a claim for your funds isn't made in time, the funds often "escheat" to the agency holding them, meaning you can no longer claim them. It's your money, and the government shouldn't be able to take it from you. Our mission is to ensure that this never, ever happens.

We audit government files and documents for these unclaimed funds, and when we find them, we make it our personal mission to reunite them with their rightful owners.

Life Insurance Broker


We conduct a complimentary needs analysis and make recommendations from a list of companies for which we have established relationships with.

Our services are customized to meet the specific needs of each client. We are licensed to recommend and market any type of life insurance product available. 


All the carriers we work with are A rated by a third party. We have the ability to shop around to find the best fit for you and your loved ones.


Contact us to find out how we can help today.

(Arkansas, Connecticut, Florida, Georgia, Massachusetts, New York, and South Carolina only)

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Real Estate Services
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We represent buyers and sellers of residential properties and land in the State of Florida.

Our team has over 20 years of real estate experience and is contracted with ReMAX Unlimited. If you are looking to buy or sell in the Florida we can accommodate you, and if not we will point you in the right direction.

We are located in the Tampa Bay area and can service the entire State of Florida.

Get in touch with us, our network is ready to serve you and your family. 

(License #SL3436155).

Retirement Planning


We educate on the thought processes involved in retirement so that our clients will know the full spectrum of what is available for retirement.

If no one has sat down with you to discuss this next phase of life or if it has been awhile, we are more than happy to educate you on how to build a solid financial foundation before you decide to leave your career.

​We specialize in retirement products that have protection against the market drops all while benefiting when the market climbs.

Contact us to learn more.

(Arkansas, Connecticut, Florida, Georgia, Massachusetts, New York, and South Carolina only)

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