Estate and Business Planning Group

Estate and Business Planning Group Our highly trained financial professionals offer innovative strategies for today’s most advanced estate and business succession planning challenges.

The Estate & Business Planning Group’s mission is to provide professional financial recommendations and build strong, lasting relationships based on performance, quality and integrity. Our clientele includes individuals interested in beginning the retirement planning process, retired individuals seeking guidance in their income, business owners and professionals concerned about preserving assets, and state and federal employees who are looking for exit strategies as they approach retirement. Our goal is to serve our clients' need for protection, asset accumulation and preservation of wealth over the course of a long-term relationship with our company. The Estate & Business Planning Group builds on the tradition to provide objective financial recommendations and guidance, together with quality products and service. As financial services professionals, we have dedicated ourselves to helping individuals find contemporary solutions for managing and preserving their assets. Planning for financial well-being presents both challenges and opportunities. Now more than ever, it takes patience, diligence, and an understanding of the financial markets to be successful. From a thorough net-worth analysis of your present situation, to a realistic tax strategy for the future, we can offer solid direction and guidance every step of the way to help achieve successful financial strategies for building and protecting wealth. Representatives offer products and services using the following business names: Estate & Business Planning Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Estate & Business Planning Group. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation
Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed

All of the endorsements and/or client testimonials posted on this page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
10/08/2026

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.
10/07/2026

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
10/06/2026

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

Weekly Update https://conta.cc/4hwdce9
10/05/2026

Weekly Update

https://conta.cc/4hwdce9

Email from Estate & Business Planning Group You don't want to miss this. Weekly Market Insights October 5, 2026 Stocks ended last week mixed as a tug-of-war between strong economic data, cooler job gr

Periodic withdrawals in retirement may not be such a good idea.
10/05/2026

Periodic withdrawals in retirement may not be such a good idea.

Do you know the risk factors that can lead to cognitive decline?
10/04/2026

Do you know the risk factors that can lead to cognitive decline?

Try these activities to keep your brain sharp.

"The only things certain in life are death and taxes." Benjamin Franklin
10/03/2026

"The only things certain in life are death and taxes." Benjamin Franklin

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
10/02/2026

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
10/01/2026

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

There are things about Social Security that might surprise you.

Check out this video on taxes.
09/30/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Address

305 Douglas Avenue
Altamonte Springs, FL
32714

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Website

Alerts

Be the first to know and let us send you an email when Estate and Business Planning Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Estate and Business Planning Group:

Shortcuts

Share

Category