311 Magnolia Ave.
Merritt Island, FL 32952

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Craig S. Lansing

(321) 453-6565

 
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Our company and staff have enjoyed a long tradition of striving to provide superior Estate, Insurance, and Financial Advising services for over 24 years.

Many financial services firms focus on analyzing a client's financial data and conclude with strategies, tactics and tools. We view our clients as a whole person, recognizing that decisions made about money are driven by profound experiences in other parts of our client's lives.

Our time is invested in you, to understand your life, your journey, your challenges, your goals, your expectations. As a result, we can help you implement a complete financial plan that is realistic, meaningful and more likely to be achieved. Some of the key areas we look at are: Risk Management (insurance), Tax Management, Retirement Planning, and Estate Conservation.
 
 

Helpful Content

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Best Performing Asset Classes

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving—or dragging—the economy.

 

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

The New Red Scare: Chinese Ownership of U.S. Debt

Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?

9 Facts About Social Security

There are things about Social Security that might surprise you.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Should You Invest in Exchange Traded Funds?

There are nearly 1,200 ETFs available. Should you invest in them?

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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