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For information regarding the new Retirement Contribution Limits, click here for the 2017 Quick Tax Reference document.

We are pleased to announce new office locations now open in Boca Raton and Miami! Read below for details.

Boca Raton Office 2710 NW 2nd Avenue Suite 115 Boca Raton, FL 33431

Miami Office On FIU Campus- Parking Garage 6 11099 SW 10th Street Suite 165 Miami, FL 33199 Phone: 305-348-8222

For details of the group disability changes effective January 1, 2015, please click here.

In case you missed it, we've moved locations! You can now visit us at 1410 Piedmont Drive East, Tallahassee, FL, 32308. And - as always - feel free to drop us a line at 800-330-6115 (toll free), 850-894-9611 (local), or