Financial Protection for you and your loved ones

We protect your assets from those things in life that can threaten what’s most important to you.

Smart financial planning

Smart financial planning is not a product. It's a process. We assess your individual needs and ensure sound planning to reach your retirement goals, and maintain your lifestyle through your retired years.

Personal service

Planning for future financial security is not a one size fits all approach. Every client has unique needs. We only offer solutions that meet your individual needs and goals.

Team members who care

We are an extension of Family Elder Law, a trusted pillar in the community for nearly 10 years. Our team uses the same principles of family, compassion and dependability.

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Financial Professionals focused on your needs

We serve seniors, families, and their loved ones in Lake Wales, Florida and the surrounding area.

Here are a few ways we can help:

Lake Wales Financial Planning

Financial Planning

I need help sorting out my financial affairs due to a loved one's disability or death.

Lake Wales investment advisor


I want to grow my nest egg using IRAs, Real Estate, or other investments to ensure an income stream for my lifetime.

Asset Protection

I want to shield my home and savings from probate, taxes, lawsuits, and long term care costs.


I am a current or discharged Veteran who needs help with my financial or estate planning needs.

3 steps to a Secure Future


Learning about you

During our first meeting, we will review your financial concerns, ask questions, and learn more about you. 

We want to fully understand you, your situation, and goals. 


Create a plan & implement

Based on the results of our meeting, we work with you to create and implement a financial plan. 

We only use products that meet your specific, individual needs.


Relax and enjoy

Your plan is in motion, but our work doesn’t stop there. We continuously monitor, review, and adjust your portfolio as needed. 

That way, you feel confident and secure about your future.

Protect yourself & those you love

No matter where you are in life’s journey, we can help.

Whether you have recently lost a loved one, are preparing for future long-term care needs, or just want guidance to ensure your assets will last throughout your lifetime, we are ready to assist you.

Take your first step by contacting us today.

Family Financial Services

122 East Tillman Avenue
Lake Wales, Florida 33853
(863) 220-9383