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About Us

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). 

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