Your trusted bilingual team (English/Spanish) for life insurance, health coverage, retirement strategies, and annuities—serving clients nationwide, including Puerto Rico.
✅ 401(k) Rollovers into Fixed Indexed Annuities
✅ Access to 150+ top-rated carriers
✅ Personalized plans for families, individuals, and business owners
✅ Zoom consultations & live chat available
📍 Located in Hunters Creek, Orlando | 📞 321 960 0357
Clear guidance. No pressure. Just real people helping you protect what matters most.
Welcome to Independent Brokers of Orlando
Overview of Services
Holistic Financial Planning
Needs Analysis
🏡 We start with a personalized consultation to understand your goals, budget, and current financial situation. Together, we identify gaps and explore tailored solutions to strengthen your retirement, insurance, and legacy planning.
Insurance Consulting
Term, Living Benefits, Final Expense Index Universal Life, Whole and more!
🛡️ Protect what matters most—your family or your business. We offer tailored insurance solutions for individuals and group policies for business owners, creating a financial safety net that brings peace of mind and long-term security.
Wealth Management and Investment Planning
Investment Portfolios and Active Management
💼 Looking to secure your retirement savings? We help you roll over your 401(k), IRA, or TSP into a Fixed Indexed Annuity (FIA)—protecting your principal, locking in growth, and guaranteeing income for life. No market risk, just long-term peace of mind.
Legacy Planning
Wills & Trusts
🌳 Plan for your loved ones, not just yourself. We help you protect and pass on your wealth with the right tools—whether it’s a Will or a Trust. Not sure which one you need? Let’s talk. We’ll even schedule a 30-minute consultation with our legal team to answer your questions.
