​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
Retirement Specialist

Since 1989, Maria Navas has helped individuals create personal retirement strategies by establishing, monitoring, and attaining their retirement income planning goals. She was born in Cuba and raised in south Florida, and works in all of Florida today, adhering to the same one-on-one standard of customized high-quality service she’s embraced since the beginning of her career. She only works with established, A-rated companies, and uses products and service that are innovative, simple to understand, and easy to use.
Maria takes pride in constructing the most efficient retirement income plans possible that focus on minimizing taxes and mitigating risk. Her satisfaction comes from the clarity she provides to clients when they see their customized strategies, knowing they have a guided path to achieve the biggest goals, making Maria’s efforts worthwhile. Consistent and competent in everything she does, Maria’s attention to detail and thoroughness mark her as unique when compared to her competitors. Clients can be confident she has done her due diligence on every recommendation because she is always focused on their retirement income goals first and foremost.

Maria understands every client is unique and there is no such thing as a cookie-cutter strategy. Her clients appreciate this, and that shows in the lifelong relationships she’s built and futures she has helped mold. Her greatest accomplishment was deciding to become independent agent in order to better serve her clients and not be biased in her business.
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Outside the office, Maria enjoys spending time with family and reading thought-provoking books on growth and self-development. She is also very active in her community and attends most events sponsored in south Florida.

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.

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