IRA, 401(K) & Life Insurance
Learn how Patti can help you realize your dreams. Learn the options you have with your retirement savings and work with Patti to design a plan that fits your needs and goals. Patti makes the rollover process easy for you and answers all your questions. And she is available to answer questions that come up after the rollover is done.
If you live in Florida, you live in a flood zone! 25% of all flood claims are in low risk flood zones. Your homeowners, renters, condo, dwelling, manufactured home, or business policy does NOT cover flood damage. Patti can offer you a policy for about $1/day. The rates are set by FEMA so you don’t need to shop.
We want to get you all the discounts we can. We can shop 18 companies for your home. If You have a newer home, great! If you have an older home, please provide proof that your roof is less than 20 years old with Wind Loss Mitigation Inspection &/or 4 point so we can shop for you.