Enjoy yourself. These are the "good old days" you're going to miss in the years ahead. -- Author Unknown
Stewart Ogilby
677 N Washington Blvd
Sarasota, FL 34236

Office: (941) 952-5843
Cell: (941) 545-3600

Map and directions

Our goal is to provide information and service in today's challenging financial environment. The aim is the protection of incomes and assets for retirees, workers and business owners by means of creative financial strategies.

If you would like to discuss anything, you can me at (941) 545-3600 or toll-free: (800) 998-2523

Free Life Guides
Valuable information and guidance for a variety of life events.
Financial Concepts
Simple explanations for otherwise complex financial issues.
Business Strategies
Strategies for the financial well-being of your business.
Financial Worksheets
Help put your "financial house" in order with these financial worksheets.

Financial Calculators
Check out these handy financial calculators today!

Mental Vitamins
Quotes and articles help your attitude or as "food for thought."
Important Links:
Links to sites are provided as a courtesy with no representation as to the accuracy of information contained therein. We assume no liability for the content and you assume total responsibility and risk for use of these sites.
True Stories
Visit the non-profit Life and Health Insurance Foundation for Education and view real life stories about our products in action.
Smart About Money
Learn more about life events and financial decisions from Smartaboutmoney.org created and maintained by the National Endowment for Financial Education. Specifics below.
Resource Center
Use this area to find thousands of state-specific government documents and forms, as well as a wide variety of legal FAQs