Strategic Partners

Your Family Bank

Your Family BankYour Family BankYour Family BankĀ® and the 10 Principles of Money Management are helping people take back control of their finances and their lives. 

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Financial Education Centers. Inc.

Since 1987, First Financial Education Centers, LLC has been assisting people plan for and enjoy their retirement years with relative peace of mind, free from the worry of outliving their retirement funds. First Financial Education Centers, LLC is a proud member of the Better Business Bureau of Northeast Florida.

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Tax Planners of Texas

Tax Planners of TexasTax Planners of TexasProfessional Tax Planners of Texas, LLC was established to reduce and eliminate unnecessary taxes for individuals in the State of Texas. Our primary mission is to provide retirement aged Texans with innovative tax reduction solutions through the implementation of proactive tax planning. We accomplish this mission by offering our clients access to the one of the premier CPA firms in America that takes a unique approach to controlling personal tax liability. 

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American Financial Services

We are an independently owned financial services firm which allows us the freedom to not be tied to one company and the ability to use a variety of financial solutions that best suit our clients' individual needs.  We have access to a host of insurance carriers and products, giving us an extensive menu of choices from which to tailor your personalized financial strategy.