Q&A

We provide a one-stop shop for all your financial, insurance, real estate, mortgage, and tax needs. Whether you’re planning for retirement, buying a home, or protecting your family, we’re here to help with personalized solutions.

You can visit us in person at the Fleamasters Fleamarket in Fort Myers every Friday through Sunday. Prefer a virtual meeting? We’re available by phone or online Monday through Thursday—seven days a week, so you never have to wait for “bankers hours.”

We work with individuals, families, and small businesses—especially those who value a personal, friendly approach. Many of our clients are working women, retirees, and small business owners seeking comprehensive guidance.

We treat every client like a friend, not just a number. Our integrated approach means you have one trusted advisor for all your needs, with extended hours and in-person support on weekends.

Absolutely! Our booth is designed for comfort and confidentiality. We value your privacy and strive to create a welcoming space for every conversation.

Initial consultations are always free. We offer commission-based services (like insurance and real estate), as well as fee-based advisory and planning. We’ll always explain your options up front—no surprises.

Just stop by our booth, give us a call, or request a virtual meeting through our website. We’ll walk you through the process and answer any questions you have—no pressure, just friendly guidance.

Yes! While some services are local, we offer financial advisory and retirement planning nationwide. Many of our clients work with us entirely online.

We’re available seven days a week, with extended hours to fit your schedule. Just reach out—we’re here when you need us.

We love referrals! If you know someone who could benefit from our services, simply share our contact info or bring them by the booth. (Licensed agents can also earn referral commissions.)