Michael Septimo’s emphasis on obtaining a comprehensive understanding of clients' financial situations before providing solutions reflects his dedication to their long-term success. A favorite quote of his, 'Failing to plan is planning to fail,' underscores his belief in proactive and strategic financial planning.

As a Certified Financial Fiduciary®, Michael is steadfast in his commitment to prioritize his clients' best interests above all else. This ethical standard drives his mission to simplify his clients' financial lives and establish himself as a trusted and lasting advisor. With tailored strategies spanning retirement planning, investments, wealth preservation, and legacy planning, Michael empowers individuals to navigate their financial futures with confidence and clarity.

Michael is a father of two beautiful children and a husband to his beautiful wife. He graduated from the Santa Rosa Junior College and Sonoma State University with his major in Communication studies. He prides in being a product of Sonoma County.

Since 2013, Priscilla has helped her clients get the most out of their retirement. She has served hundreds of individuals and families; guiding them through their Medicare options, ensuring their income and assets are protected from changes in the economy, and protecting their families from unforeseen final expenses.

Priscilla is partnered with many carriers to provide a full range of coverage options for her clients including Medicare Supplements, Part C Advantage, and Prescription Drug Plans; Life Insurance; and Annuities as part of
their Retirement Planning.

Priscilla is deeply rooted in Central Florida. After moving to Orlando, she established herself in the Retail and Manufacturing industries, owned and operated a well-known business in Central Florida for 20 years, and started two adult vocations schools for 12 years.

Family is very important to Priscilla, and she loves to spend time with them as often as she can. Priscilla is also involved in her community and participates in fundraisers to help those in need. She also enjoys leather journal crafting and is passionate about providing support to her clients and getting to know new individuals and families in order to assist
them with their needs.