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Financial Planning in Cape Coral, FL and Surrounding areas Throughout Florida

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At Flagler Insurance Agency, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from Flagler Insurance Agency, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:

  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement

Our specialists can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Flagler Insurance Agency is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact Flagler Insurance Agency today to see how Financial Planning can help achieve your goals.

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.

Our Locations

Cape Coral (Corporate Office)

615 Cape Coral Pkwy W., Ste 104
Cape Coral, FL 33914
Main office: 239-274-9200
Toll free: 866-998-6155
Fax: 239-791-8643

Delray Beach

401 W. Linton Blvd, Suite 202A
Delray Beach, FL 33444
Main office: 239-274-9200
Toll free: 866-998-6155
Fax: 239-791-8643

Ft. Myers / Gateway

12331 Towne Lake Dr., Ste 1
Fort Myers, FL 33913
Main office: 239-274-9200
Toll free: 866-998-6155
Fax: 239-791-8643

Naples

837 5th Avenue S., 202-B
Naples, FL 34102
Main office: 239-274-9200
Fax: 239-791-8643

Orlando

6515 International Drive, Ste 400
Orlando, FL 32819
Main office: 239-274-9200
Fax: 239-791-8643

Our Providers

Testimonials

Accommodating, professional, helpful, and quick. Very comfortable experience and I was impressed by their capabilities. Highly recommended.

Brad M.
I feel lucky to have found an agent willing to provide this level of service. No need to look anywhere else!

Michelle D.
Over the years we’ve never once had to worry about our coverage. My husband and I are long-time customers and proud to be.

Carol S.
Surprisingly flexible and in-touch with my needs as a small business owner. Can’t ask for more.

Spencer F.
They have strong ties with the community, and it shows. It’s nice to do business with people that really show they care about you and your family.

Susan T.