Our Experience

At our firm we help our clients try to avoid unnecessary risk with their assets. We want to help you to protect your hard-earned assets in today’s market conditions and help to provide you with the income you need, with potential income tax saving opportunities. Also, we will look ahead to help protect you from the unexpected. Our goal is for you to not worry about your money, so you can enjoy your retirement years.

To try to help our clients have the future lifestyle of their dreams, we provide those prior to retirement or already retired with a community business that really cares about trying to protect their assets.

We will take the time to determine your individual goals and needs, to help provide you with a retirement you can look forward to.


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