In early 2001, we merged with Westshore Financial Group, a successful Central Florida firm headquartered in Tampa. Together, we have grown to nearly 100 associates in offices strategically located throughout Florida, South Georgia, and South Alabama. In 2003 and 2006, North Florida/Westshore Financial achieved Guardians highest honor, The Presidents Cup Award, designating their number one Agency.
Our Associates and Representatives work on a team basis with each client. Many have earned professional designations such as Chartered Life Underwriters, Certified Financial Planners, Chartered Financial Consultants, Life Underwriter Training Council Fellows, and even the highly acclaimed Masters of Science in Financial Services.
We believe that the high degree of training and education required to represent the organization provides the best opportunity for our clients financial success.
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We work with individuals, families, and businesses to maximize their protection and long-term wealth strategies. This unique planning system is based on a macro-economic model that focuses on your total financial picture.
We help our clients achieve additional benefits in the area of wealth building, tax savings, and improved protection management for a more enjoyable financial life and secure retirement.
The advantage of working with our firm is our independence. We have no pre-set agenda for a client's strategy and objectives. Instead, we help clients discover how to achieve their dreams and goals.