Estate and Business Planning Group

Estate and Business Planning Group Our highly trained financial professionals offer innovative strategies for today’s most advanced estate and business succession planning challenges.

The Estate & Business Planning Group’s mission is to provide professional financial recommendations and build strong, lasting relationships based on performance, quality and integrity. Our clientele includes individuals interested in beginning the retirement planning process, retired individuals seeking guidance in their income, business owners and professionals concerned about preserving assets,

and state and federal employees who are looking for exit strategies as they approach retirement. Our goal is to serve our clients' need for protection, asset accumulation and preservation of wealth over the course of a long-term relationship with our company. The Estate & Business Planning Group builds on the tradition to provide objective financial recommendations and guidance, together with quality products and service. As financial services professionals, we have dedicated ourselves to helping individuals find contemporary solutions for managing and preserving their assets. Planning for financial well-being presents both challenges and opportunities. Now more than ever, it takes patience, diligence, and an understanding of the financial markets to be successful. From a thorough net-worth analysis of your present situation, to a realistic tax strategy for the future, we can offer solid direction and guidance every step of the way to help achieve successful financial strategies for building and protecting wealth. Representatives offer products and services using the following business names: Estate & Business Planning Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Estate & Business Planning Group. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation
Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed

All of the endorsements and/or client testimonials posted on this page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

The market is as unpredictable as the weather. We’re here to help you prepare.
09/02/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
09/01/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Weekly Update https://conta.cc/4xuYRUF
08/31/2026

Weekly Update

https://conta.cc/4xuYRUF

Email from Estate & Business Planning Group You don't want to miss this. Weekly Market Insights August 31, 2026 Stocks rebounded last week as falling bond yields and upbeat AI-related corporate report

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
08/31/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The S&P 500 is ubiquitous. Ever wonder how it works?
08/30/2026

The S&P 500 is ubiquitous. Ever wonder how it works?

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Three steps may make a difference if you find yourself suddenly single.
08/29/2026

Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.
08/28/2026

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.

Protect yourself against the damage that your homeowners policy doesn’t cover.

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
08/27/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the vide...
08/26/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful che...
08/25/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.

Address

305 Douglas Avenue
Altamonte Springs, FL
32714

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

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