We Help Our Clients Achieve Their Goals.





At Estate and Retirement Resources Inc., we are dedicated to excellence in everything we do.  We are also committed to treat our clients with the utmost trust, respect, and dignity. Our goal is to exceed our clients’ expectations at all times.

When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals – highly successful individuals with vast experience in addressing your individual financial needs. As a fiduciary, we are committed to fulfilling our client’s needs above anything else.

Our Mission

At our firm, we believe everyone should have the opportunity to reap the benefits of their many years of preparation toward a successful retirement, and a thoroughly prepared written plan is essential to their success. We offer a wide variety of financial planning and wealth management services for individuals who are close to or already in retirement. With our help, you can rest easy knowing your assets are well-positioned to match your personal goals and will provide a reliable income throughout these exciting and much anticipated years.

Experience & Skill

Financial advice could have life-altering consequences, and that’s why it’s important to work with a CFP®. With over 90 years of combined experience, we have a team of highly skilled professionals to help create the most beneficial financial plan to suit each client’s needs. Our advisors use the best tools and strategies available to develop a solid roadmap to carry you to and through retirement. Our team can help you create a well-thought-out strategy, using a variety of investment and insurance products and services. At our firm, we work with other professionals, from estate planning attorneys to a CPAs, to ease the process toward a complete comprehensive plan.

Independence & Objectivity

As an independent financial planning firm, we do not have proprietary products or quotas. Our recommendations are as diverse as our clients and our experience and ability to access a broad range of financial products set us apart from other firms in the financial industry. Our independence is vital to delivering objective unbiased advice.



Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more. Seats fill up very fast so please contact us ASAP to reserve your spot. We look forward to seeing you soon at one of our upcoming events.

Our Upcoming Events

Date: August 20th and 21st @ 6:30PM

Vital Information about Retirement,
Wills, Trusts and Estate Plans


Golden Ocala Golf and Equestrian Club
8300 NW 31st Lane Road
Ocala, FL
6:30 PM


Retirement Strategies for the New Economy

This book takes you on a journey through the triumphs of smart and solid planning, as well as guides you past the most common pitfalls that derail so many retirees. Get your free copy with any scheduled complementary consultation. We look forward to seeing you soon.

Contact Us:

352-732-8277 OR [email protected]

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Securities offered through; Mutual Trust Company of American Securities Member: FINRA/SIPC.

Estate and Retirement Resources and Mutual Trust Company of America Securities are separate and unrelated companies. Mutual Trust Company of America Securities does not offer tax or legal advice.

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and: Representatives of a Registered Broker-Dealer (“BD”) may only conduct business in a state if the representatives and the BD they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.

Representatives of a BD are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

Office: 352-732-8277
Toll-Free: 877-732-2473
Fax: 352-732-9649

Ocala Office
7500 SW 61st Ave, Suite 700

Ocala, FL 34476
Open Mon thru Fri 9am – 5pm

Clearwater Office
1499 Gulf to Bay Blvd, Suite 400
Clearwater, FL 33755
Open Mon thru Fri 9am – 5pm

[email protected]

All rights reserved 2022. Estate and Retirement Resources, Inc. | Office: 352-732-8277 | Toll-Free: 877-732-2473