Broker Check

10151 Deerwood Park Blvd.,  Bldg. 200, Ste. 250  Jacksonville, FL 32256    |    (888) 891-3381    |    Get Office Directions

The Facts About Income Tax Estate Management 101 Learn more about the benefits of Indexed Annuities.

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Senior Guardians of America

Welcome! Our firm practices in many areas of estate planning. This site was designed to save you time and money by walking you through the basics of retirement, estate planning and the associated tax issues.

Services Offered:

  • Estate Planning
  • Catastrophic Illness Planning
  • Insurance Services
  • Tax Reduction & Elimination Planning
  • Asset Protection Planning
  • Probate & Legal Issues
  • Financial Representative


Start with our Frequently Asked Questions (FAQs) to familiarize yourself with a few basic concepts of Estate and Retirement Planning. If you have a little more time, grab a cup of coffee and enjoy the various educational sections of our site. We believe this information will be most helpful to you, as well as your loved ones, in understanding the various dimensions of estate planning. For more detailed information about your specific situation, please feel free to contact us.







Helpful Content

Understanding Long-Term Care

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.