Our Unique and Effective Process.





Phase I: Discovery

Our process begins with a simple conversation. At Estate and Retirement Resources, Inc., we do not work with everyone who walks through our doors. Instead, we first sit down with you and discuss your short and long-term goals. We also consider whether there is a genuine chemistry between us. Once we have decided that both of our needs align and the foundation of integrity and trust has been established, we begin the planning process.

Phase II: Strategy

We do not specialize in a “one size fits all” style of financial planning because we understand that each of our clients has a unique set of needs and objectives. Together with our nationwide network of financial and professional specialists, we develop a comprehensive plan tailored especially for you that outlines the strategy we recommend for long term success.

Phase III: Implementation

The primary objective of this phase is to successfully implement your long-term investment strategy. Through constant communication, our highly skilled staff makes this process as quick and easy for you as possible.

Phase IV: Monitoring & Adjusting

We know that as time passes and your circumstances change, your financial needs and goals will evolve. The plans we design are fluid and built to move with shifting global markets. We make any needed adjustments so that your financial plan is always serving your needs.



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

Download Our Latest Whitepapers:
& Prepare for a Satisfying Retirement

Click here to download any of our numerous white papers that can help you plan and work toward your Dream Retirement. Find out how many retirees and pre-retirees are saving and working toward a rewarding and fulfilling retirement.

• What you need to know to understand your 401k
• Why savings alone may not be enough for your retirement
• How 401k withdrawal options work
• How to plan properly for your Dream Retirement
• How to optimize Taxes in Retirement
… and so much more!

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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