Alliances and Complementors
Legal Services:
Kara Evans
Kara Evans is a Florida Bar Board Certified Elder Law Attorney who is dedicated to helping her clients protect their assets and plan for the future. Many people hesitate to contact an attorney until they absolutely must. Often times it is too late in the process to take full advantage of all that the attorney could have offered. Services such as estate planning, Medicaid and asset protection planning and trust or estate administration benefit from the long view. This means that it is better to start early. No estate is too small to plan for.
Legal Services:
Catherine DiPaolo
Catherine “Cat” is an attorney at Trenam Law, a full-service law firm with offices in Tampa and St. Petersburg. Catherine practices in employment and labor law as well as commercial litigation, and coordinates with other attorneys within her firm to ensure whatever legal services needed by the DiPaolo Financial Group clients – such as employment law, marital law, business transactions, etc. – are available. Visit the following link to read more about Catherine: http://www.trenam.com/people/dipaolo-catherine. Catherine is the mother of two young boys and lives in Tampa with her husband.
Mortgage Lending
Advisors Choice Lending was designed from the ground up to partner our products and services to the independent financial advisor. We took a common product like a mortgage and combined it with the skills of a financial advisor to make mortgages a key part of long-term financial plans. We believe a mortgage should be obtained through a more detailed process that truly benefits the end user. Advisors Choice Lending created the Financial Advisor Loan Origination system of mortgage and loan origination. The Mission of Advisors Choice Lending is to deliver a better mortgage product to the consumer by integrating financial advisors.
Health Insurance
Bob McKnight, President
McKnight & McKnight Insurance is a fully independent health insurance brokerage working with all the major carriers ensuring that they always find their clients the best coverage at the lowest cost. Together, Bob and his wife Heather have a combined 30 years of health insurance experience. They have helped over 10,000 individuals, families, and small businesses since 2000, and look forward to seeing how they can help you. Bob is an expert when it comes to the new healthcare law and can explain what these changes mean to you or your business. He is licensed and certified to assist you both on and off the Health Insurance Marketplace, so no matter what your situation is he can help. He has completed over 2,000 enrollments since this new law went into effect in 2014. This gives him the experience and knowledge to navigate you through the ever-changing health insurance market. He’ll help you determine subsidy eligibility and find the best plan to suit your needs and budget. Visit his site at http://www.mcknight-insurance.com
Property and Casualty Insurance
Mike Hills, Regional Vice President
Triton has been providing Home, Auto, Umbrella, Business, Liability, and Workers Compensation since 1993. You are NOT a policy number with their office. Their team of professionals treat every customer with the dignity and respect they deserve. Every client is unique, and they work to tailor coverage to fit you and your family's unique needs. Whether you are looking for homeowners, auto, flood or commercial coverage they will review all options and guide you through the process. Triton Agency works with hundreds of carriers, so they provide unbiased advice based upon what is best for our clients in both policy features and pricing. If you have not had your policies reviewed in a few years, their C.A.R.E Program, Client Account Review and Evaluation can help you sleep better. Whatever your Insurance needs we welcome you to experience the Triton difference. Visit us at http://www.tritoninsurancetampa.com