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Your Life. Your Investments.

Take control of your investments with Brick Retirement Group. There are no limits.

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Changing Your Perspective.

Education brings opportunity. Expand your knowledge with Brick Retirement Group.

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We offer comprehensive solutions through a spectrum of financial services. From growing your wealth to planning for your family’s future, we strive to be Central Florida's preeminent financial services firm.

Whether you are a veteran of success or are just starting to manage your portfolio, we can help you achieve your goals and surpass them in time.

Financial Guidance

We Offer Personalized Plans to Match Your Needs.

One-size fits all scenarios should not be implemented for your personal retirement. At Brick Retirement Group, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Call us today to schedule an appointment with a registered representative.

Our Services

Retirement Income Planning

A good defense is the best offense. Let Brick Retirement Group surround you and your family with cutting edge strategies.

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Estate Planning

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.

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LTC Planning

Long-Term Care insurance is not for everyone. But the need to have a plan for long-term care is essential for your family. We will evaluate your options for paying for long-term care, not just LTC insurance, within the context of your unique situation.

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Understanding our office dynamic

Our experienced and enthusiastic team thrives on client satisfaction. We believe that excellent and caring service applied to your personal financial plan will make the difference in your confidence to retire and enjoy retirement. Please visit our team page to learn more about our office environment.

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Individuals & Families

Whether you’re a party of one or six, Brick Retirement Group customizes your investment strategies to fit your current needs and future goals.

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