Our Philosophy

We are guided by your goals and objectives and not obligated to any single product or company. Our professionals draw upon a full complement of conservative products to construct the most appropriate retirement, income tax and insurance plan for your needs.

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Ocala & The Villages

  Our representatives have years of experience working with conservative investments, to help provide peace of mind for our clients during retirement.

We would like to extend our personal commitment to helping you achieve all of your goals.
3220 SW 31st Road, Suite 202 Ocala, FL 34474 • (352) 622-0030 Fax: (352) 622-9031
13940 North US-441, Suite 902 The Villages, FL 32159 • (352) 674-0020 Fax (352) 674-0080
or email us at info@usatax.biz
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