ANNUITY TESTIMONIAL ONE ANNUITY TESTIMONIAL TWO ANNUITY TESTIMONIAL THREE Request an appointment To request your appointment you can fill in the contact form or call us. (941) 355-4362 Contact Us About Us Financial Services Insurance Services Resources Educational Videos Downloads BLOG HIGHER EDUCATION AND BACKDOOR ROTH CONVERSIONS: TODAY’S SLOTT REPORT MAILBAGMarch 14, 2024By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Question: I have a client who is under age 59 ½ with a small […] TAX TIME TIPS FOR IRASMarch 13, 2024By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport IRAs are an important, but often overlooked, part of your […]