Why spend another moment wondering about your financial future?

Hear what we have to say.

Medicare Open Enrollment 2019 | WKMG | 10.15.19

Financial Cramming for College 2019 | WKCF | 8.19.19

Does America have a saving crisis, 4.9.19

Many Americans are struggling to pay bills, get out of debt and save for the future. Financial professional Jason Compton stopped by News 13 to share four ways to help us get on track to saving.

4 Ways to Pay Off Debt, 2.4.19

Financial Dates/Holiday Hangover Combo 2019, WKCF (CW18), 1.11.19

Holiday Scams 2018, My News 13, 12.24.18

Medicare 10.17.18

Bankruptcy & Older Americans Interview 8.14.18

Make-A-Will Month 2018, WKMG, 8.31.18

News 6 Interview 8.6.18

Qualified Charitable Distributions with Danielle Elliot




AMD Care Management with Angie Dimura


Waterman Village with Jeff Bassett


Tune in to

“Simplifying Retirement”

Tuesdays at 12 noon


“Rob Newton Resource Show ”

Fridays at 12:05p.m.

on WQBQ AM 1410


Read our book

Have you Ever Been Bitten by an Elephant?

This book takes you on a journey through the triumphs of smart and solid planning, as well as guides you past the most common pitfalls that derail so many retirees.

100% of the proceeds of the sale of the book on Amazon are going to The Villages Honor Flight.

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a visit today or register to attend a seminar.

Or give us a call at 352.633.9046

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