Learn how to avoid excess tax in retirement at our next FREE retirement workshop.

Did you know the IRS can tax up to 85% of your Social Security Benefit?

We handle:   

Roth IRA

401K Rollover

FERS and TSP Specialists

Retirement Income Strategies

Asset Protection

Social Security Strategies


About Us

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We can help you


Trusted source for retirement planning, annuities and life insurance in Ocala, Gainesville, The Villages, and surrounding communities.  


Protect your assets, prepare for retirement, understand the impact of social security on retirement, and solve the Medicare puzzle!  


We can show you


 How much you may spend as you go through retirement.  How extended life expectancy may impact your retirement strategy.  Some of the biggest potential threats to your retirement lifestyle; ways to help you prepare for the expected — and the unexpected.  Strategies that can help protect your retirement savings from potential tax increases, market volatility and also help address inflation concerns through the use of various insurance products.  Learn how fixed index annuities can provide guaranteed income that lasts throughout retirement. 


FREE CONSULTATION

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Pete Czechowski is a resident of Ocala.  He has been in the financial services industry since 1999, with emphasis on asset protection and retirement income, as well as long term care, and assisted living planning, and Medicare.  Additionally, he has a background in Assisted Living Facility development and management, giving him a unique and valuable perspective on the topic.  He began his career as a debit life insurance agent with two Fortune 500 life insurance companies.  He quickly worked his way to branch manager, and Agency Builder, becoming an independent agency owner in 2012.  Prior to his time in the financial services industry, and throughout his career, Pete has been a partner and sole proprietor in several successful business endeavors.  It is for that reason that he is passionate about helping business owners prepare for retirement, and create the best business succession plan for each individual business owner with whom he consults.  Pete leads a very active and athletic lifestyle, and is a very proud husband, father, and grandfather.  


pete@swocalafinancial.com

Contact Us

Better yet, make an appointment to see us in person!

(352) 509-7980

Southwest Ocala Financial Services

License # L100459

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Charting a Better Course

Do you wonder:   How much you may spend as you go through retirement?  How extended life expectancy may impact your retirement strategy?


There are strategies that can help protect your retirement savings from potential tax increases, market volatility and also help address inflation concerns through the use of various insurance products.  Learn how fixed index annuities can provide guaranteed income that lasts throughout retirement.