Tom McDermott

Tom McDermott

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Financial Planning, Wealth Management, Insurance Planning life and disability insurance) as well as retirement and investment planning.

Work with families and individuals, in all age ranges, for financial protection through insurance products (i.e. Areas of focus are for those just starting out and want to accumulate wealth, and pre/post-retirees for income distribution in retirement. Also work with small to medium sized businesses for group insurance plans and business continuation/succession planning. Insurance and Financial Pro

08/05/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

Errors and Omissions Insurance 08/03/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

Errors and Omissions Insurance E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

How to Read Your Credit Report 07/31/2026

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.

How to Read Your Credit Report Solve a mystery while learning how important your credit report is with this story-driven interactive.

Retirement Realities 07/29/2026

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Retirement Realities Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Medicare Advantage 101 07/27/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Medicare Advantage 101 Overview of Medicare Advantage, what’s in them, special rules, and more.

Social Security: By the Numbers 07/24/2026

Social Security has been a fact of retirement since 1935; how much do you really know about it?

Social Security: By the Numbers Here are five facts about Social Security that might surprise you.

07/22/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

When Life Insurance Becomes Taxable 07/20/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases.

Once Upon a Goal 07/17/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Once Upon a Goal Do you know how to set up your financial goals for success? This knight does.

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Website

Address


601 Heritage Drive, Suite 155
Jupiter, FL
33458

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 10am - 1pm