Employment Benefits

The Road to A Smooth Retirement

Ruggie Wealth Management has the strategic alliances and resources you need to make the road to retirement for you and your team members as smooth as possible. We can conduct a comprehensive review of your non-financial risks, such as umbrella coverage, long-term care coverage, life coverage and medical coverage. We can help you plan for your retirement with a succession plan that can be adjusted as your plans change.

Insurance Office of America

Ruggie Wealth Management has developed a strategic alliance with Insurance Office of America, a privately held, full-service insurance agency which is now one of the fastest-growing independent insurance agencies in the U.S. IOA is Florida’s largest privately-held insurance agency, currently the 10th largest privately-held agency according to Insurance Journal, and the 31st largest U.S. broker according to Business Insurance magazine. The agency has offices coast-to-coast, stretching from Florida to California. As our partner, IOA can work with you to design and implement a custom-tailored program that can incorporate traditional insurance coverages, alternative risk financing techniques, human resources outsourcing, or any possible combination of the products and services they offer.

Whether you operate in one state, one country or around the world, or just need Florida Property Insurance, IOA can help you minimize the cost of risk and maximize protection so you can focus on growing your business.