Insuring Ocala

Specialties

Our specialty is keeping you, and those you love financially secure.

Areas of expertise include:

* Life Insurance

* Health Insurance – including Medicare plans

* Retirement and safe money savings

–IRA – including RMDs

–401(k)

–Annuity

* Final Expenses

* Social Security Income replacement

* Disability Insurance

* Extended Care and Home Healthcare

Our mission is to leave your household with a more secure financial future.

History

Established in 2011.

This firm was established in 2011 in order to assist Social Security Recipients secure and maximize their retirement funds. There are many ways to accomplish this, so coming up with a customized plan for you is one of the many services he provides.

Our goal is to serve client’s needs with integrity.

Meet the Business Owner

Karl W.

Business Owner

Karl, his wife, and three children live in Ocala, and have enjoyed establishing new relationships with fellow residents and community leaders after moving from the Pacific Northwest.

Karl looks forward to many years serving his client’s and their family’s needs.