"Helping To Find Real Life Solutions Within Some Of Retirement's Largest Questionmarks"

 

What You Can Expect From Our Investments

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100% Protection, Is It Really An Option?

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Income You Can Count On

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Whether you are quickly approaching retirement or you are planning ahead for your future retirement, Retirement Solutions of Marion County has the tools available to help you successfully build your financial plan and accomplish all of your retirement goals. As an independent agency there are no shortage of financial plans that we have access to. Over the last 14 years, we have forged lasting bonds with our clients and have established a record of tireless self-service to make sure that their plans are constantly operating as efficiently as possible. No matter what your goals are, the potential for exceptional growth, safety, a guaranteed income for life or with simply passing your assets onto your heirs as efficiently as possible, we will build the appropriate plan around you.


 Whether you are starting from scratch, or you would like second opinion of your current financial plan, we have the expertise to guide you on the right path. A lot of the clients that come to us are looking for a solution to a number of issues that they are facing.  Some are worried about not having a safety net for their money, some are tired of paying the high management fees of their broker, others are not seeing any real interest in their investment plan.  In a majority of cases are highly successful at finding a solution no matter what problem you may currently be experiencing within your current retirement/investment account(s). You just have to know where to look, and we can help you to get there.


Are you quickly approaching Medicare eligibility, or do you currently have Medicare? We will also look closely at your particular situation and help you find a plan that fits your specific needs. The way health plans will pay for you differs greatly depending on the specific medications that you are taking, the type of coverage you desire or the list of doctors that you would prefer to see. We will take whatever time is necessary to sit down and review everything, that in turn will enable us to find the right fit for you. Another added feature of using Retirement Solutions of Marion County is that we truly have the ability to shop around for you because we are completely independent.


Do you have a current life insurance plan? Have you recently looked into the lowering your life insurance premium within the past 6 months? If not, you may needlessly be overpaying for your plan. We also have access to the cheapest premiums available; we will be happy to run a free no-obligation quote for you, just fill out the online request here.


Are you planning ahead to leave an inheritance behind to your children or grandchildren? There is a tried a proven way to leave assets behind to your beneficiaries completely tax-free! It may be something that you're already familiar with, give us a call today and we can explain the best way to pass money along to heirs as efficiently as possible.

What we Offer

Balance In Your Investment

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Medicare Health Plans

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Life Insurance/Long Term Care

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Current  Guaranteed Fixed Interest Rates!!!!!! 

  • 1 Year Fixed 4.25%
  • 2 Year Fixed 4.65%
  • 3 Year Fixed 5.50%
  • 4 Year Fixed 5.50%
  • 5 Year Fixed 5.65%
  • 6 Year Fixed 6.25% 


You will be hard pressed to find these interest rates at a bank! Give us a call today! Are you still looking for a little more interest than this? Ask about the account that earned one of our clients 22.31% in one year! Again that 22.31% of interest was earned without any market risk whatsoever!

Prompt, efficient service, all in one place 

Sure, you can shop for term life insurance, health, or long-term care insurance on your own. We hope you have an extreme level of patience because you will probably wait on hold for 30-40 minutes before an insurance agent actually takes your call. Multiply that by 4-5 companies, and now your frustration will reach a whole new level. With Retirement Solutions of Marion County, you can call one number with no wait time to speak to a licensed Florida insurance agent for all of your retirement needs. 

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Our Staff

Benjamin

Hare

General Manager

Established Retirement Solutions of Marion County in 2011. 16 Years of Financial Experience


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Brandon

Roberts

Branch Leader

Over 1 Year Of Financial

Experience







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Fernando

Fernandez

Assistant Manager

Former Banker with 14 Years of Financial Experience




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Jason

Ehrman

Branch Leader

Extensive background, Over 2 Years of Financial Experience





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Thomas

Corbin

Branch Leader


Over 1 Year Of Financial Experience




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Lisa

Fernandez

Secretary

25 Years of Business Management & A Former Banker






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Why choose us? 

There are dozens, maybe even hundreds of insurance agents in Florida competing for your business. Retirement Solutions of Marion County is ready to earn it, through: 

Going the extra mile

Superb customer service

Local expertise, nationwide connections

Call today in Ocala, FL and put our commitment and our people to the test. 

Live outside the state of Florida? We proudly serve clients across the USA!

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