Right On the Money

We are a biblically based financial planner and advisor based in Melbourne, FL. It is odd that a piece of furniture would be the guiding symbol for an investment philosophy, but we are not your ordinary investment advisory firm...

Dating back to 1879, Bankers Life provides a broad selection of life and health insurance products designed for Americans who are near or in retirement. With 230 offices, our 4,500 insurance agents/producers live and work in their local communities. Our agents take the time to get to know you, listen to your needs and values, and are dedicated to helping you meet your goals for a secure retirement. Get to know Bankers Life - and learn why our 1.1 million customers trust us to help protect their financial future, ensuring a healthier and rewarding retirement. Bankers Life is part of CNO Financial Group, Inc., whose companies provide life and health insurance, annuities, financial services and workforce benefits solutions.

Valic in Melbourne, FL, now known as Corebridge Financial, is dedicated to helping individuals achieve financial security through their range of educational resources and tools. Their FutureFIT University offers modules and assessments to empower users to take control of their financial futures. Formerly AIG Life and Retirement, Corebridge Financial emphasizes the importance of action in financial planning and provides personalized pathways to financial wellness through tools like the FutureFIT Wellness Check and Retirement Pathfinder. Their commitment to helping individuals navigate complex financial topics sets them apart as a valuable resource for those looking to secure their financial futures.Generated from the website