​We believe in continuing to set goals and imagine different futures.

You have to maintain a sense of wonder. You have to keep an eye out for the funny things in life. We believe, when you form human connections, you embrace life. That’s our philosophy.

Our team is dedicated to serving clients’ needs. We’re independent, which means you’re not alone—we’re here to help you with your goals. And the values we adhere to ensure you’ll always come first.

Meet the team

Maria Navas

Maria has been associated with the A or better companies since 1989. She holds the following licenses: Life, Health and Annuity. She is currently working as an independent retirement educator in the Broward County, Dade County, and Collier County public school systems.
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She is able to provide retirement income planning services to individuals and area businesses throughout Florida and California. Her goal is to help individuals achieve personal financial success by establishing, monitoring, and attaining their retirement income goals.

Sandy West

Sandy  holds  licenses in Life, Health and Annuity since 2000. Her focus has been on life and annuities.  She is available to provide retirement income and planning services to individuals  as well as businesses throughout the country as she is  licensed in all states.  She has worked to educate and inform  individuals to forge their path in each step of their goals.
 
She currently is working with Miami-Dade County, Broward County, and Collier public school systems. She is associated with various A or better companies  to provide individual plans. She prides herself in offering products and services with a personal approach. Her goal is to assist individuals achieve their needs and goals today and through retirement.