Meet with your Retirement Specialists
Schedule an appointment
Meet with your Retirement Specialist.
Watch now or sign up
Register for webinars or watch an on-demand presentation to learn more about your plan.
Planning for retirement
For Advanced Retirement Planning, schedule time with the Retirement Resource Group or your Personal Retirement Consultant.
Retirement Specialists
Gene Weaver, CRC
Excambia, Santa Rosa, Okaloosa, Walton, Holmes, Washington, Bay, Gulf
Schedule an appointment
Schedule an appointment
Ryan Burk, ChFC, AIF, CRC, CASL
Liberty, Gadsden, Leon, Jackson, Calhoun, Franklin
Schedule an appointment
Schedule an appointment
Michael Parker, CRC
Senior Retirement Specialist
State of Florida
Wakulla, Jefferson, Taylor, Madison and Leon
Schedule an appointment
Schedule an appointment
Shirley McKinney, ChFC, CRC
Hamilton, Nassau, Columbia, Baker, Union, Bradford, Alachua, Levy, Gilchrist, Dixie, Lafayette, Suwannee
Schedule an appointment
Schedule an appointment
Kim Sparks
Duval, Clay, Putnam, Volusia, Seminole, Brevard, Flagler, St. Johns
Schedule an appointment
Schedule an appointment
Al Rumbos
Marion, Lake, Sumter, Citrus, Hernando, Pasco, Hillsborough, Pinellas, Manatee, Sarasota
Schedule an appointment
Schedule an appointment
Dan Harris, ChFC, CRC
Orange, Osceola, Polk, Hardee, De Soto, Charlotte, Lee, Highlands, Okeechobee, Indian River, St. Lucie, Martin, and Collier
Schedule an appointment
Schedule an appointment
Paul Artanis, CRC
Glades, Hendry, Palm Beach, Broward, Dade, Monroe
Schedule an appointment
Schedule an appointment