A local resource for retirement and protection planning
Theodore Gerges is a Senior Financial Associate with Experior Financial Group and a Florida-licensed insurance professional serving individuals, families and business owners in Davie and throughout South Florida.
His primary focus is helping people better understand their retirement goals, organize their existing financial resources and explore strategies designed around their individual circumstances. Conversations may include retirement income planning, 401(k)s, Roth IRAs, life insurance and long-term protection.
A clear, personalized approach
Financial planning can feel complicated when accounts, benefits, insurance and long-term goals are considered separately. Theodore’s approach begins with a straightforward conversation about what matters to you, what you already have and where questions or potential gaps may remain.
Rather than beginning with a predetermined product, he helps clients review relevant options, understand important tradeoffs and determine whether there is a sensible next step.
Planning for individuals, families and business owners
Theodore works with people at different stages of the planning process—from those beginning to prepare for retirement to those evaluating how their accumulated savings may support future income.
For families, conversations may also address life insurance, mortgage-related obligations and other protection priorities.
Business owners can explore strategies involving personal retirement planning, employer-plan options, executive and key-person benefits, business continuation and succession considerations. When appropriate, Theodore can coordinate with a client’s tax or legal professionals while each professional remains within their respective area of expertise.
Serving Davie and South Florida
Theodore serves Davie, Cooper City, Plantation, Weston, Fort Lauderdale, Pembroke Pines and surrounding South Florida communities. Virtual appointments are also available.
Your initial 30-minute financial review is complimentary and comes with no obligation to move forward.