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.

Could you find acres of diamonds in your own backyard? Watch this video.
07/22/2026

Could you find acres of diamonds in your own backyard? Watch this video.

In life it often happens that the answers to our most pressing questions are right in our own backyards.

07/21/2026

July Market Recap 2026

Here are a few key factors to consider when naming an executor for your estate.
07/21/2026

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Weekly Update https://conta.cc/45bNwwb
07/20/2026

Weekly Update

https://conta.cc/45bNwwb

Email from Estate & Business Planning Group You don't want to miss this. Weekly Market Insights July 20, 2026 Stocks fell last week as the chip-stock trade entered a selloff phase, despite upbeat news

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.
07/20/2026

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Concerned about identity theft? Some things to leave at home.
07/19/2026

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

You’re the conductor of your 401k, IRA and taxable savings.
07/18/2026

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Take an inside look into Simplified Employee Pension plans.
07/17/2026

Take an inside look into Simplified Employee Pension plans.

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
07/16/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
07/15/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

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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