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About

About Us

Our guiding philosophy is based on the core principle that understanding your current financial situation is the key to making prudent decisions that will impact your financial future. Whether you are close to retirement or in your retirement years, planning is essential to fulfilling your financial desires. As an independent organization, we listen to you and your needs to customize a plan specifically for your goals.

Rule No. 1: Never lose money
Rule No. 2: Never forget Rule No. 1

  Warren Buffett

Knowledge Is Power

With over 4 decades of experience and knowledge, we assist our clients to better understand the pros and cons of their retirement savings. We firmly believe that retirement should not be spent worrying about money, and that retirement savings accounts should not be intimidating and confusing. We understand that your money means more to you than numbers printed on a financial statement. Our simple, straightforward approach provides comfort and peace of mind.

Our Passion

Our passion is our clients, who we listen to and help achieve success with financial comfort and security. By being true to our commitments and keeping our promises, we believe we make a real difference for our clients. And it is why so many people rely on First American Trust of Central Florida and count on us for providing safe financial solutions – we understand retirement savings are important!

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Ocala, FL

352-671-5374

Lady Lake, FL

352-633-7019

Disclaimer: This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. Nothing contained herein should be considered investment, insurance, tax, or legal advice. Views expressed are not an offer to buy or sell. Investment advice and planning services can only be given after an analysis of an individual’s situation and only where First American Trust of Central Florida (First American Trust OCF) is registered or exempt from registering. First American Trust of Central Florida is not a trust company or bank. First American Trust of Central Florida IS NOT affiliated with First American Title Insurance Company or any other entity using “First American”. We are not tax advisors. We are not attorneys. We will not provide investment, tax or legal advice. Please consult your investment advisor, tax preparer, CPA or legal professional for these matters.

© 2024 First American Trust of Central Florida. All Rights Reserved.