We partner with EXPERTS in the industry

We partner with industry leaders to provide the best investment opportunities to our clients. We serve as fiduciaries for our clients, representing their individual interests in all investment decisions we make on their behalf. Our staff brings together the intelligence and expertise of professional investment associates from across the country, a combined 40+ years of experience in investment advisory practice and portfolio development.

Through our partnerships, we are able to customize an investment strategy to fit your unique needs, through the various stages of your life, bring cutting edge investment strategies within reach of everyday investors --- strategies that are typically beyond the scope of traditional buy-and-hold portfolios. We keep client goals the focus of our investment strategies.

Today, investors demand greater accountability from their portfolio managers and investment advisors. They expect fuller transparency for their accounts and portfolios. We are committed to both.

We believe that investment success should not be tied to uncontrollable forces and market fluctuations. Through actively traded portfolios, we help our clients seek opportunities for returns through all phases of each market cycle, minimizing loss during down cycles and maximizing gains in growth cycles.

401K Rollovers

Keeping your money in an old employer's 401(k) plan can limit your investment choices, offer less control over your money, and potentially subject you to higher fees. Rolling your 401(k) into an IRA can give you more investment options, greater flexibility and control over your money, and the potential for lower fees. Additionally, consolidating multiple retirement accounts into one IRA can simplify your financial life and give you more peace of mind.

Roth IRA Conversions

A tax-free retirement income can be an attractive prospect for many individuals. By converting your traditional IRA to a Roth IRA, you can potentially eliminate taxes in retirement, as withdrawals from a Roth IRA are tax-free. Additionally, a Roth IRA allows for tax-free inheritance of the account by your loved ones, providing a valuable estate planning tool. While there are potential tax consequences to consider in making the conversion, a Roth IRA can be a powerful tool for tax-free retirement income and estate planning.

Actively Managed Portfolio

Timing the market to determine the best time to get in and out of it can be challenging and risky. Rather than trying to make these decisions on your own, you can opt for an actively managed portfolio. An experienced money manager can help you invest according to your risk profile and make informed decisions about when to buy and sell investments. By putting your money in the hands of a professional, you can take advantage of their expertise and potentially achieve better investment outcomes.

What Our Customers Are Saying:

Eric is very knowledgeable about retirement solutions. I would recommend to anyone looking to plan their retirement.

Jane Jankulovski

Positive: Professionalism, Quality, Responsiveness, Value

Eric is a vary compassionate professional who takes the time to help assist you. Provides all the answers and keeps you in mind to match up the best coverages to meet your needs. Highly recommend his services!!!

Adam Cole
Advisory Services offered through a registered investment advisory firm. Florida Financial Group is a licensed Insurance Agency in which Eric Dudley provides insurance services. Florida Financial Group is not affiliated with Portfolio Medics in any way. The information contained on this site is believed to be accurate and from reliable sources. It is intended for educational purposes and is not an offer to buy or sell financial products nor does it constitute financial/investment advice, tax advice or legal advice.