We run educational workshops throughout Northeast Florida, in community centers, local venues, and neighborhood settings. Our workshop curriculum is offered through the Association of Financial Consultants, an IRS-approved 501(c)(3) nonprofit. No products. No pitch. Just real information, explained in plain terms.
Social Security - Don't leave money on the table
Medicare - Know the gaps before they cost you.
Estate Planning - You decide where it goes.
IRA & 401(k)s - Know your options.
Tax-Free Retirement - Keep more of what you saved.
Annuities Explained - What they are and if they make sense.
Long-Term Care - Avoiding losing retirement from health.
Retirement Income - Income that you can't outlive.

Want To Come To Our Next Event?
Here's some questions people ask us.
Yes. No cost, no obligation and no catch.
No. What you do afterwards is entirely up to you.
Fill out the form and we'll let you know as soon as one is scheduled in your area.
Serving Northeast Florida locally, along with anywhere in the U.S. We offer full holistic financial planning using cutting edge technology and tactical partnerships.

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Advisory services are offered through Trusted Risk Management, an Investment Advisor in the State of Florida. Insurance products and services are offered through Overflow Finance and Insurance LLC, an affiliated entity. Trusted Risk Management and Overflow Finance and Insurance LLC are not affiliated with or endorsed by the Social Security Administration or any other government entity. Being registered as an investment adviser does not imply a certain level of skill or training. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Overflow Finance and Insurance LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Florida or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.