About Us
Advisor Group Florida provides a comprehensive 3-pronged approach to estate planning that integrates legal, tax, and financial perspectives. They offer a proprietary online platform, eStatePlan, which allows clients to manage revocable living trusts, wills, medical directives, and powers of attorney. The firm conducts annual reviews to ensure plans remain updated as laws and personal situations change. Led by President Curtis Epperson, the firm focuses on tax mitigation and helping families pass assets to heirs efficiently. They provide guidance through licensed insurance agents and attorneys to ensure every aspect of an estate is protected. The firm also hosts educational seminars to help community members understand the importance of preparing for future uncertainties and changing tax laws.
Reviews
No reviews yet. Be the first to leave one.