Our mission is to provide our clients with holistic financial advice for every stage of life.
We strive to become a lifetime resource for our clients, helping them to make the right decisions to build their best tomorrow, while protecting them today.
Friday, May 17th
Port Charlotte: 10:30am - 12:00pm
Englewood: 1:00pm - 2:30pm
Senior Insurance Group with Florida Blue and FREE PRODUCE!
Saturday, June 1st, Noon - 10pm
Laishley Park, Punta Gorda
Reggae Island Music, Food Trucks, Tiki Bar, and More. Look for our Navigating Your Senior Years tent!
Greg is a dedicated Financial Professional who works with his clients for current and future financial planning. If your looking for that personal touch Greg is your man.
Liz P.Greg and Chris at Florida Financial recently assisted me as I mad the transition to Medicare. With their assistance, I got through the paperwork maze and selected a great Medicare Advantage plan. I look forward to having Greg assist me with other financial needs in the future!
Vicky M.My husband and I thoroughly enjoyed working with Greg from Florida Financial. Greg was very knowledgeable, helpful and considerate. So thankful for his assistance!
Kim S.Remember the good old days when we worked at a job our entire career, and then earned a company pension? Those days may be gone, but we can help you set up a self-pension that guarantees you will never lose or run out of money. We believe in "safe money" and protecting your assets.
Retirement PlanningLooking for a reliable way to grow your retirement savings and generate guaranteed income in later years? Secure your future with guaranteed income by exploring annuities! We offer a variety of annuity options designed to fit your unique needs and risk tolerance.
AnnuitiesInvesting can be your key to achieving financial goals, from growing your nest egg to securing your dream retirement. We offer a comprehensive range of investment options tailored to your unique objectives. Unleash your financial potential with investments!
InvestmentsBe proactive with your income tax strategies. There are ways to reduce taxes, and keep more of your money in your pocket! A mid-year review can make sure you are on the right track. And when it's time to file those income taxes, we are to help.
Tax Prep/PlanningWhether you want to leave a legacy, provide quick payment for your final expenses, or guarantee your grandchildren will be able to have insurance, we have plans to help. And don't forget to ask about 'living benefits' to be able to use your policy when you need it as well.
Life Insurance70% of seniors will need long term care in their lifetime. Do you have a plan? Are you counting on family? Medicaid? (Medicare does not cover long term care!) We have options to provide the financing you may need if that time comes, as well as a plan that will provide care in your own home.
Long Term CareAfter being one of the nations' top producers, Greg Raymond decided he didn't like how many companies were doing business. Half truths, deception and greed seemed to be the norm. Greg knew that this wasn't the way to run a business. As he always says - "I need to sleep at night" Now that Florida Financial is a reality, Greg reports he is sleeping fine!
We will only work with the strongest, financially sound organizations. If we err, we err on the side of safety and conservative financial ideas. A slow steady growth is the way to avoid the ups and downs of the market. And to ensure you can enjoy your retirement without wondering if you are going to run out of money.
A few years back, Greg Raymond was featured in CAREER ADVANTAGE MAGAZINE, in a article entitled "Greg Raymond - A Portrait of Honesty and Integrity". This is the basis for Florida Financial and Insurance Group. We don't look at how much we will be paid or what is best for us.
The only thing that matters is what is best for the client. We promise to help in whatever way possible. We want to be your trusted financial advisors, and help you make your retirement all you dreamed of!
Florida Financial
and Insurance Group, LLC.
Mon-Fri:9am-5pm
(941) 786-0332