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Strategies for Financial Independence

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Contact Us Today!

Phone: 813.421.1897
Fax: 813.489.2590

5308 Van Dyke Rd.
Lutz, FL 33558

Who We Are / Our Focus
Meet Frank Johnson

Frank is committed to helping you reach your financial goals. We provide custom solutions based on your individual needs.

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What We Do

Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals.

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Upcoming Events

View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.

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We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.