Associates
Estate & Business Planning Group
305 Douglas Avenue
Altamonte Springs, Florida 32714
Phone: 407.389.1122
Click Here For a FREE Consultation
Tony Perrone, CLU
President
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Tony is the President of the Estate and Business Planning Group Originally from Detroit, Michigan; Tony made his way to Orlando after graduating with a Bachelor of Science Degree in Business Management from Brewton-Parker College in Georgia where he received a four-year scholarship to play baseball. Tony has lived in Florida for almost 37 years and enjoys the Central Florida lifestyle. He has given lectures throughout the state of Florida on various topics such as: Estate Planning, IRA Distribution Techniques, Long-Term Care Planning, Ways to Avoid Probate, Business Succession Planning, and Advanced Investment Principles. Tony is the host of the AM radio talk show "Now You Know" on AM 580 WDBO Sundays at 9:00am. He works in the retirement and business markets by utilizing cutting-edge solutions to assist clients. Tony resides in the Wekiva Springs area with his wonderful wife, Dawn, and two sons, Tony & Nicholas.
Licensed in Florida:
Life, Health and Annuities
Securities Registrations:
General Securities Principal - Series 24
Investment Company and Variable Contracts Products Representative - Series 6
General Securities Representative - Series 7
Investment Advisor Representative - Series 66
Municipal Fund Securities Limited Principal- Series 51
Professional Associations
Million Dollar Round Table (MDRT)
Court of the Table Member
National Association of Insurance
And Financial Advisors (NAIFA)
Jeffrey A. Green
Senior Vice President
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Jeff is a native born Floridian from the beaches of Miami. Jeff has seen Florida blossom into a retirement haven for many individuals, as well as business professionals. Among these retirees, lies a common interest in preserving family wealth for remaining heirs or charitable organizations. After graduating from Florida State University with a degree in Finance, Jeff decided to concentrate on estate planning and retirement strategies here in Central Florida. As part of his practice, he has dedicated himself to helping individuals find creative solutions for managing and preserving their assets. Having a close relationship with his family has enabled him to understand the importance of conserving a lifetime of hard work. Focusing on tax strategies for qualified plans, lump-sum distributions, and deferred compensation for firefighters, police officers, and state employees, Jeff has participated in numerous sponsored speaking engagements throughout the state of Florida. Among the topics he has instructed include DROP, IRA Distribution Techniques, Lump-Sum Distributions, Estate Conservation, Long-Term Care Planning, Business Succession Planning, and Charitable Giving. Married to his college sweetheart, Tracy, they live in Lake Mary with their daughter, Natalie, and son, David.
Licensed in Florida:
Life, Health and Annuities
Securities Registrations:
Investment Company and Variable Contracts Products Representative - Series 6
Investment Advisor Representative - Series 66
Million Dollar Round Table (MDRT)
Court of the Table Member
National Association of Insurance
And Financial Advisors (NAIFA)
R. Jeffrey Heard
Vice President
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Jeff Heard is a third generation native Floridian. Most of Jeff's close-knit family resides here in Central Florida. For 10 years Jeff personally owned a successful business as a nurseryman, landscape designer, state contractor, and a state licensed irrigation contractor. He sold his corporation which employed over 25 employees. Since that time, Jeff has dedicated himself to helping other business owners, young families, and retirees achieve financial success. Being a former business owner gives Jeff a deeper understanding of the daily challenges of business ownership. Jeff has instructed a number of workshops on Estate Planning, Investments and Tax Strategies, Long Term Care Planning, and Business Continuation. He enjoys helping others reach their financial goals and watching his clients grow over the years. Jeff has been married for 18 years to his high school sweetheart, Kimberly. They have three active boys Seth, Ethan and Shane. Family is very important to Jeff and so is his community. For this reason he is active with his local Chamber of Commerce, The Boy Scouts of America, and Rotary International.
Licensed in Florida:
Life, Health and Annuities
Securities Registrations:
Investment Company and Variable Contracts Products Representative - Series 6
Investment Advisor Representative - Series 65
National Association of Insurance
And Financial Advisors (NAIFA)
Million Dollar Round Table (MDRT)
Court of the Table Member
Christopher L. Burns, CFP®
Chris, originally from Winter Haven FL., received his Bachelor of Science degree in Finance from the University of Florida. Chris works with individuals to help them achieve their financial goals by customizing each financial plan to match his clients unique needs. He also concentrates his effforts in the small business market, assisting business owners with their company and personal retirement plans. Some of them include 401(k)’s SEP & SIMPLE IRA’s, and 412i pension plans among others. Chris has also participated in various speaking engagements in the central Florida area for the pre-retiree and retiree markets, and for participants in the Florida Retirement System.
Licensed in Florida:
Life, Health and Annuities
Securities Registrations:
Investment Company and Variable Contracts Products Representative - Series 6
General Securities Representative - Series 7
Investment Advisor Representative - Series 65
Professional Designations
CERTIFIED FINANCIAL PLANNER™
Member of the Downtown Athletic Club of Orlando
*Chairman of Scholar Athlete Award
University of Florida Alumni Association Member
Alpha Tau Omega Fraternity Alumni
*Alpha Omega Chapter
Originally from Wisconsin, Tony came to Central Florida with the U.S. Navy where he completed his boot camp and A-school before being stationed on the east coast and serving over seas for a period of time. After serving his time in the Navy, Tony returned to Wisconsin to complete his degree in Finance/Economics at the University of Wisconsin-Whitewater and began his career there.
After building a firm up from one office into a consulting group with four offices in four different cities, he decided to relocate back to Central Florida to service his “snow-bird” clients that live here during part of the year.
Tony has given hundreds of talks on Estate Planning, Retirement Planning, IRA Distribution Planning, Annuities and Insurance throughout Wisconsin, Illinois and Florida. He served as an Adjunct Instructor for the University of Wisconsin-Milwaukee, and has served as the Vice President of the University of Wisconsin-Rock County Foundation.
Licensed in Florida, Wisconsin, and Illinois:
Life, Health and Annuities
Securities Registrations:
Investment Company and Variable Contracts Products Representative - Series 6
Investment Advisor Representative - Series 65
.
The Uniform Securities Agent State Law Representative - Series 63
Professional Designations & Associations
Certified Financial Educator (CFE)
* Member of the National Registry of Certified Elder Planning Specialists
* Member of the Society of Senior Market Professionals
* Member of the National Ethics Bureau
 Jim Greene is a Florida Native and is originally from Daytona Beach. Since moving to the Orlando area in 1992 he has focused his practice in the area of Estate and Retirement Planning for Seniors. While working with retirees and pre-retirees for over 15 years, he has had the opportunity see first-hand how many of them were “ill prepared” for their golden years. Jim has participated in numerous speaking engagements on topics including Ways to Avoid Probate, Estate Conservation for Seniors, Long Term Care Planning, and Eliminating Taxation on Social Security. He often co-hosts the AM radio talk show “Now You Know” on AM 580 WDBO Sundays at 9:00 am. With uncompromising standards of integrity, honesty and service, Jim gives his clients the confidence of knowing their needs will be handled professionally and ethically. Because of his integrity and dedication, clients return with new business and refer their friends and family to him. Jim has been married to his wonderful wife Jackie for 10 years and is the proud father of two young girls named Maya and Hannah.
Licensed in Florida:
Life, Health and Annuities
Securities Registrations:
General Securities Representative - Series 7
Board Member Kiwanis Club of Central Orlando
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