About

Consultant in Windermere

Advisor Group Florida, located in Windermere, Orange County, Florida, is a consultant specializing in estate planning. The company offers a comprehensive approach that integrates legal, tax, and financial aspects to create a cohesive estate plan. Their proprietary eStatePlan™ platform allows clients to manage their estate online, including revocable living trusts, last will and testaments, medical directives, powers of attorney, and more. With a focus on tax mitigation and annual reviews, Advisor Group Florida aims to provide a coordinated strategy to protect and pass on wealth. The firm is open seven days a week.