Financial News

We are proud to report that our very own WJ Rossi spoke at Million Dollar Round Table’s (MDRT) annual conference last month. MDRT is the Premier Association of Financial Professionals®, and is a global, independent association of more than 49,500 of the world’s leading life insurance and financial services professionals from more than 500 companies…

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In December we partnered with the local chapter of Toys For Tots for our annual Koss Olinger Santa Event. Our team and Santa Event guests generously donated gifts for local children in need. After gathering 125 gifts at the Santa Event a number of our team members helped during distribution day where the families were…

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Our very own Kirk Klein was recognized at the Infinite Energy Junior Achievement Golf Classic on November 17, 2015. Kirk was awarded the Spirit of Entrepreneurship Award for his work with the Junior Achievement organization and his championing of entrepreneurship and education for children and young adults in our community. On behalf of the entire…

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In the Summer 2015 issue of The Village Journal, Partner Brian Watson discusses the inherent risk of disjointed planning. Without goal­-based planning and planning team leadership, even very small oversights can create unnecessary loss. Brian explains the value of starting with your goals in mind and how to make sure your team of professionals are…

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Partner WJ Rossi recently wrote a column on financially preparing for a small business in Business In The Heart of Florida’s Innovation and Startup Issue. WJ’s article discusses the financial considerations entrepreneurs must make when starting a new business. To read the full article ​click here​.

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