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.

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

Retirement Realities

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

How Women Can Prepare For Retirement

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?