Todd & Amy West are managing partners of Advocate Financial and retirement specialists helping clients with their retirement and insurance needs. As Florida retirement specialists and financial advocates Todd & Amy provide an unbiased retirement review focusing on client needs for growth, protection and retirement income. As independent Florida retirement specialists, Todd & Amy have access through national carriers to find the right financial fit for your individual needs. This offers clients the opportunity for growth, protection and guaranteed retirement income.
Todd & Amy are also very active in their local community servicing companies and organizations providing complimentary Financial Awareness workshops.
Our Services:
• Retirement Planning
• IRA / Roth IRA / 401k
• Life Insurance (term, whole life, index universal life)
• Market Protection Plans
• Financial Awareness Workshops
Commitment to our clients:
Relationships – Clients needs come first, above all else
Integrity – Committed to the highest level of professional and financial integrity
Passion – Servant heart and passionate about our clients success
Advocate Financial
Growth • Protection • Income
