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Financial Planning in Orlando, Clearwater, and Lakeland, FL

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At Business Insurance Center, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from Business Insurance Center, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:

  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement

Our specialists can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Business Insurance Center is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact Business Insurance Center today to see how Financial Planning can help achieve your goals. Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. 

Our Locations

Business Insurance Center

6979 Kingspointe Pkwy Unit 9
Orlando, FL 32819
Main office: 407-641-1169
Fax: 407-447-1143

Business Insurance Center - Clearwater

325 North Belcher Rd., 1st Floor
Clearwater, FL 33765
Main office: 727-726-4989
Fax: 727-210-4448

Business Insurance Center - Lakeland

1700 South Florida Ave
Lakeland, FL 33803
Main office: 863-616-1755
Fax: 863-802-0209

Our Providers

Testimonials

Helen, Thank you so much. You have been very helpful and professional.

Wayne
Helen, Thank you for taking care of this so quickly!

Chad
Awesome, tell Bob to give you a bonus for OUTSTANDING SERVICE!!! You ARE the best! Thanks again!

Suzie
Thank you. Pleasure dealing with you :)

Susan
Peggy and Helen: Just a quick note to thank you for having put up with me the last few days while we sorted thru the insurance renewal process. Bob came by today and picked up the signed application and check, but you made it so much easier by e-mailing me the forms and all ahead of time. Again, thanks for all the help and patience. I made sure Bob knew the quality of employees he has working with him when he came by.

Carmen