Florida Estate and Retirement Planning Center

Florida Estate and Retirement Planning Center Specializing in Retirement Tax Free Income Planning.

Healthcare in retirement can cost more than expected. Our article covers three often-overlooked expenses.
08/07/2026

Healthcare in retirement can cost more than expected. Our article covers three often-overlooked expenses.

An article on three healthcare costs that often catch retirees off guard.

Isn't it amazing to call America our home? God bless the USA! Independence isn't merely a day on the calendar; it's part...
07/03/2026

Isn't it amazing to call America our home? God bless the USA!

Independence isn't merely a day on the calendar; it's part of daily life in the United States.

How are you spending this Fourth of July? Joining in the celebrations with loved ones? Relaxing under the sun and grilling? Share your plans below!

From my family to yours, wishing you a wonderful Independence Day!

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
07/01/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

Market Monday, June 9th 2025
06/11/2025

Market Monday, June 9th 2025

Email from Florida Estates Weekly Market Update   Share This Email Share This Email Share This Email Florida Estate and Retirement Planning Center Market Monday 6/9/25 Stocks rally on a good job. Th

Happy Memorial Day!
05/23/2025

Happy Memorial Day!

Email from Florida Estates Memorial Day   Share This Email Share This Email Share This Email Florida Estate and Retirement Planning Center Memorial Day Holiday hours.   We will be closed at 12pm EST

Market Monday, April 14th, 2025
04/14/2025

Market Monday, April 14th, 2025

Email from Florida Estates Weekly Market Update   Share This Email Share This Email Share This Email Florida Estate and Retirement Planning Center Market Monday 4/14/25 Investors shake off trade sho

Market Monday
04/01/2025

Market Monday

Email from Florida Estates Weekly Market Update   Share This Email Share This Email Share This Email Florida Estate and Retirement Planning Center Market Monday 3/31/25 Carmakers skid as auto tariff

Trump Tariffs Fallout.
03/11/2025

Trump Tariffs Fallout.

Email from Florida Estates Weekly Market Update   Share This Email Share This Email Share This Email Florida Estate and Retirement Planning Center Market Monday 3/10/25 Trump trade war whiplash. Pre

https://conta.cc/3WchdJE
01/07/2025

https://conta.cc/3WchdJE

Email from Florida Estates Weekly Market Update   Share This Email Share This Email Share This Email Florida Estate and Retirement Planning Center Market Monday 1/6/2025 U.S. stocks see holiday shor

Address

303 Main Street, Suite L
Dunedin, FL
34698

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

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+17863501017

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