Retirement, Income and Tax Planning

Investment Management, Life Management, Wealth Management since 1977


September 13, 2017

Our primary business office is open with limited hours September 13-15.  During this perior we will be recovering as well as lending assistance to our neighbors and clients.  Currently over 5 million homes are without power in the state.

 During this time our team and staff will be available to answer your inquiries and help with any questions or transactions At 727-734-8834 or 727-692-8834.
Thank you for your patience and your business.


  We will return to normal hours on Monday September 18. 

September 7, 2017


Due to Hurricane IRMA, our primary business office will be closed. We can be reached via our Disaster Preparedness Plan at 727-734-8834, 727-692-8834, or in emergency situations at 1-800-499-5489 thru the First Allied Home Office.


Last Week 12-12-16



•Job openings increased to 5.5 million

• •ISM non-mfg. up to 57.2

• •Services PMI down to 54.6

• •Preliminary consumer sentiment up to 98.0

S&P 500 Sector Performance




























Week of 12-5-16



3Q GDP increased to 3.2%

• Consumer confidence jumped to 107.1

• Market Manufacturing PMI increased to 54.1

• Light vehicle sales were 17.8M in Nov.

• Unemployment rate fell to 4.6%



S&P 500 Sector Performance