Insurance Broker - Lakewood Ranch Insurance Advisors - Florida

Your Trusted Local and National Advisors

Helping people protect their loved ones and businesses for decades.

What We Specialize In

Business

We help Entrepreneurs build Fortune 500-level benefit plans for them and their families. Plans can include Medical, Dental, and Vison plans in conjunction with tax deductible Health Savings Accounts.

Personal

We help clients develop life insurance programs that combine Permanent and Term insurance to provide the best value with the proper amount of coverage to meet the dreams and obligations of their family in the event of an untimely death.

Annuity

We show clients how they can blend Annuities into their overall financial plan to provide Guaranteed Retirement Income and help offset the risks they face every day with their businesses and investment portfolios.

Insurance Consultant - Lakewood Ranch Insurance Advisors - Florida

About Lakewood Ranch

We aim to provide our clients with the best insurance plans and policies

Lakewood Ranch is the new location for a veteran insurance broker and consultant Paul Shepherd. Paul chose to relocate his family to the beautiful LWR area and introduce his unique style of insurance management to this fast-growing area.

Paul has 28 years of insurance experience in Mid to Large Co Commercial sales, Mid to Large Co Employee Benefits sales, Estate and Business Planning Life Insurance, and Fee-Based Consulting.