We are a team of knowledgeable, courteous, and friendly licensed professionals specializing in comprehensive services for individuals, families, and small businesses in insurance, tax, real estate, business insurance/benefits, and finance. Our mission is to treat our clients like friends and help them navigate the intricate world of insurance, financial planning, and estate planning, ensuring everyone is equipped with a solid will for future security.
CEO Ruth Ladas is a licensed financial advisor, insurance agent, mortgage broker, real estate broker, and tax preparer serving clients in Fort Myers, Florida, and across the United States. She holds Series 6, 7, 63, and 65 securities licenses, is an NMLS-licensed mortgage broker, a Florida Real Estate Broker, and an IRS Enrolled Return Originator (ERO). As an investment manager, Ruth focuses on delivering tailored solutions to enhance your financial security.
Ruth's team includes a specialized estate planning team ready to assist you. For more information, please visit: https://1estateplan.com/
For details about Ruth's financial advisory practice, please visit: https://retirewithruth.com/
Ruth is available 7 days a week for phone and web video meetings and meets clients in person at Fleamasters Fleamarket every Friday, Saturday, and Sunday.