Contact Us: ​(407) 745-4654
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  • Home
  • Quotes
    • Medicare Supplement Coverage Quote
    • Medicare Advantage Plan Quote
    • Life Insurance Quote
    • Annuity Quotes
    • Critical Illness Insurance Quote
    • Disability Insurance Quote
    • Final Expense Insurance Quote
    • Group Benefits Insurance Quote
    • Health Insurance Quote
    • Long Term Care Insurance Quote
  • Service
    • Report a Claim
    • Make a Payment
    • Update Contact Info
    • Policy Changes
    • Proof of Insurance
    • Contact My Carrier
    • Online Documents
    • Free Consultation
  • Insurance
    • Medicare Supplement Coverage
    • Medicare Advantage Plans
    • Life Insurance
    • Annuities
    • Critical Illness Insurance
    • Disability Insurance
    • Final Expense Insurance
    • Financial Planning
    • Group Benefits
    • Health Insurance
    • Long Term Care Insurance
    • Other Products >
      • Sega Tuition Rewards
      • Legal & Identity Shield
  • About
    • Staff Directory >
      • Tom Phelan
      • Gary Asker
      • Gene Torres
      • Richard “Rusty” Law
      • Jimmy Bejarano
      • ​Yvonne Starkey
      • R. Michael Antonetti
      • Cynthia Barfield
      • Daniel Chavez​
      • Teresa Cillo​
      • Scott Creighton
      • Shannon Davis
      • Dante Deritis
      • Jackie Dorsey
      • Tamara Lynn Dorsey
      • Sawina Ruth Eller
      • Danielle Escalante
      • William Goolsby
      • Gwendolyn Jastremski
      • Brandi Jo Hardy
      • Christine Kinzler
      • Stephen Libby
      • Lucile Loveitt
      • Ryne Mallery
      • Bridget Mathieu
      • Maxwell McGhee
      • Carmelo Rivera
      • Annie Thomas
      • Nadia Tupikina
      • Melonie Wood
    • Client Testimonials
    • Refer a Friend
    • Insurance Carriers
    • Agency Photo Gallery
    • Newsletter Signup
    • Accessibility Statement
    • Blog
    • News
  • Opportunities
  • Contact
  • Agent Login


Financial Planning

Let's protect your financial future. Speak with our financial experts about available solutions for savings, retirement, investments and more.

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What is a Financial Planner?

A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning for business owners.

Financial Products

Here are a few of the financial products we assist clients with:
  • Annuities - Fixed Annuities, Fixed Index Annuities, Income Annuities, Annuity Living Benefits
  • IRAs - Rollover IRAs, Traditional IRAs, Roth IRAs, IRAs for Spouses, SEP IRAs, SIMPLE IRAs
  • Life Insurance - Term Life Insurance, Universal Life Insurance, Indexed Universal Life Insurance, Variable Universal Life Insurance, Survivorship Life
  • Workplace Retirement Plans - 401k Plans, 401a Plans, 403b Plans, 457 Plans, SEP IRAs, SIMPLE IRAs
  • College Savings Plans - 529 Plans, Coverdell Education Savings Plans, UGMA and UTMA Custodial Accounts
  • Employee Benefits Plans - Critical Illness, Accident Insurance, Group Life Insurance, Group Disability Insurance.

You may or may not qualify for all or any of the options above. The best way to find out your best options is to schedule a free consultation with our financial specialists today.
(407) 745-4654
222 South Westmonte Drive
Suite 101
Altamonte Springs, FL 32714​
Click Here to Email Us
Free consultation
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Licensed in Florida, Georgia, Indiana, Maine, Tennessee and Virginia

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area.
Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
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Florida Legacy Advisors​
222 South Westmonte Drive
Suite 101
Altamonte Springs, FL 32714
(407) 745-4654​
Click Here to Email Us
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