Your financial and real estate future secured in Florida and Puerto Rico

Expert advice on transfers, annuities, life insurance, and real estate investments.

Schedule your consultation
Angel Rivera

Financial Services

Protect, invest, and grow your money

  • 401(k) Transfer

    Efficient and tax-advantaged transition

  • IRA and ROTH IRA Transfer

    Maximize tax benefits

  • Fixed Annuities

    Principal protected, guaranteed interest, deductible contributions

  • Indexed Annuities

    Market participation with capital protection

  • Debt Consolidation and Elimination

    Reduce payments and save on interest

  • Term Life Insurance

    Affordable and reliable coverage

  • Cash Value Life Insurance (IUL)

    Protection + cash value + retirement supplement

Real Estate Services

Buy, sell, or invest with confidence in Florida and Puerto Rico

  • Personalized guidance for buyers

  • Pricing and market strategy for sellers

  • Local market knowledge (Puerto Rico & Ocala, Florida)

  • Full purchase/sale management

  • Transparency and clear communication

  • Financing assistance

  • Investment strategies for high-demand properties

Real Estate School

Become a Real Estate Professional in Florida

We offer the 63-hour Florida pre-licensing Real Estate course, an essential requirement to obtain your license and start your career in the real estate sector.

  • Classes with certified instructors

  • Updated material focused on the official exam

  • Flexible completion of 63 hours efficiently

  • Guidance throughout the licensing process

What our clients say

Take the next step towards your financial and patrimonial security

Schedule your personalized consultation All fields are required
  • Select your residence
  • Puerto Rico
  • Florida
  • Select your interest
  • 401k/IRA
  • Annuities
  • Life Insurance
  • Debt
  • Purchase
  • Sale
  • Investment
  • Real Estate Course
  • Not sure

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