Helping people gain perspective.
We are licensed to sell Insurance Products in the following states: Alabama, Florida, Georgia, Indiana, Mayland, Michigan, South Carolina, New Jersey, Ohio, Oregon, Pennsylvania, South Carolina, Tenessee, and Virginia.
We are registered to sell Securities in the following states: Alabama, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Idaho, Indiana, Louisiana, Massachusetts, Maryland, Maine, Michigan, Missouri, North Carolina, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Virginia, and Washington.
Melbourne Office: 6451 Third Street, Suite 2 Rockledge, FL 32955
Ocala Office:1015 SE 8th Street, PO Box 728, Ocala FL 34478
Libby Financial Advisors, Inc. is not affiliated with Cetera Advisors, LLC
Newsletters
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HOT TOPIC: Two Trade Agreements Offer Optimism, But Uncertainty Remains
A look at the U.S.-China “skinny” trade deal and the U.S.-Mexico-Canada Agreement, and their potential impact on consumers and the U.S. economy.
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Be Aware of Observation Care
Covered by Medicare? Discover how observation status can impact your out-of-pocket costs and eligibility for post-hospital skilled nursing facility coverage.
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Qualified Longevity Annuity Contracts (QLACs)
Worried your retirement might outlast your savings? A qualified longevity annuity contract could provide an income stream later in life.
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Do Target-Date Funds Hit the Bull’s-Eye for You?
More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.