Learn how to avoid excess tax in retirement at our next FREE retirement workshop.
We handle:
Roth IRA
401K Rollover
FERS and TSP Specialists
Retirement Income Strategies
Asset Protection
Social Security Strategies
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
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.
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 a
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.