Education first. Sales pitch never.
A clear, written plan with guarantees, built around your goals—in plain English, from licensed Florida professionals who stay with you for the long run.
20+ years in Deerfield Beach · Licensed Florida professionals · Hosts of Money Talks on the Blue Couch
Education first. Sales pitch never.
A clear, written plan with guarantees, built around your goals—in plain English, from licensed Florida professionals who stay with you for the long run.
20+ years in Deerfield Beach · Licensed Florida professionals · Hosts of Money Talks on the Blue Couch
Your retirement income made simple
Three steps from first conversation to written plan
You have retirement goals. We help you reach them with straightforward strategies, a written plan and a team that stays with you for the long run—the Sunshine way.
Our process is
Easy to Follow
01
Discovery conversation
A relaxed, no-obligation meeting in Deerfield Beach or by phone. We listen: your income sources, your goals, what keeps you up at night.
02
Income-gap analysis
We map essential and discretionary expenses against Social Security, pensions and savings to find the shortfall—and the risks.
03
A written plan with guarantees
You receive a clear plan showing how to cover the gap, protect your principal and keep income flowing for life.
The Sunshine way
We make retirement income simple and stress-free by pairing safe money strategies with clear explanations. High touch when you need us, out of your way when you do not.
People first
You are in the driver’s seat. We explain the trade-offs of every option, show you the numbers and let you decide. Whether your goals include travel, family or a new hobby, the plan is built around them.
Simple strategies
Annuities and insurance can be complex, but they do not have to be. We work with contracts that are clear, with guarantees you can read and features you will actually use.
Local and licensed
Three partners, 20+ years each, licensed in Florida and based in Deerfield Beach. We serve Broward and Palm Beach families in person and by phone.
Watch & listen
Money Talks on the Blue Couch
Every week our partners sit down on the blue couch in our Deerfield Beach office for Money Talks on the Blue Couch—plain-English conversations and guest interviews about retirement income, Social Security, annuities and protecting what you have saved. Our partners also host Safe Money Radio in South Florida. Watch the latest episode, then bring your question to a free review.
Retirement guides
Start with the right questions
Free guide
Annuities: Safe Money Products that Grow & Preserve Wealth
What annuities are, how fixed and fixed index contracts work, and why they are considered a safe money place.
Free review
Income-Gap Analysis
See exactly how much guaranteed income you need, what is already in place, and what the shortfall looks like—on one page.
Here for your retirement needs