We are a father-son team leveraging our own experiences to help others change domicile to Florida.

​

With over 30 years as an advisor specializing in advanced tax, estate, and business exit planning, Eric is in a unique position to leverage his expertise for this innovative new venture. Eric holds the following advanced planning designations; ChFC®, CExPTM, CAP®, CLU®,

​

With a client relationship background and a B.A. in Psychology, Joshua brings his relationship management and leadership development skills acquired during his fundraising years at the American Israel Public Affairs Committee (AIPAC).