Estate and Retirement Resources, Inc.

Estate and Retirement Resources, Inc. At Estate and Retirement Resources, Inc., we understand that retirees face many important decisions that can affect their long-term financial success.

Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. We work closely with clients to help them achieve their goals. Our staff consists of experienced professionals with a “hands-on” approach to financial advice. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams

a reality. We want to have long-term relationships with our clients.

7500 SW 61st Ave, Suite 700 | Ocala, FL | 34476

The goal of retirement planning is not simply to reach a certain dollar amount. It is to build a future where your finan...
08/25/2026

The goal of retirement planning is not simply to reach a certain dollar amount. It is to build a future where your finances support your values, your priorities, and your personal definition of a meaningful life. That is why planning should always go beyond the numbers.

Explore the next chapter you get to author.

While many focus on the financial aspects of retirement, they often overlook the personal side. Considering your purpose...
08/18/2026

While many focus on the financial aspects of retirement, they often overlook the personal side. Considering your purpose, relationships, interests, and daily routine is as crucial as saving. A fulfilling retirement begins with a clear vision.

The shift from pensions changed the story.

For many retirees, the greatest reward is finally having control over their schedule. This freedom allows them to explor...
08/11/2026

For many retirees, the greatest reward is finally having control over their schedule. This freedom allows them to explore interests, strengthen relationships, and contribute in new ways, making retirement more about choice than stopping.

Retirement is becoming more personal.

08/10/2026

Your portfolio is more than a performance number.

If retirement could become one of the longest chapters of your life, should it also receive some of the most thoughtful ...
08/04/2026

If retirement could become one of the longest chapters of your life, should it also receive some of the most thoughtful planning? The answer for many people is yes because a longer retirement creates both exciting opportunities and important financial responsibilities.

See how retirement has changed over 75 years.

08/03/2026

This checklist shows you the difference.

07/27/2026

The years around retirement are when alignment matters.

07/21/2026

Traditional industries quietly outlast startups

07/20/2026

Expense ratios have dropped a lot since 2005.

07/14/2026

Are business owners ready for the wave?

Address

7500 SW 61st Avenue, Suite 700
Ocala, FL
34476

Opening Hours

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

Telephone

+13527328277

Website

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