Our Team

Isabella Duque is a Retirement & Income Planning Specialist with more than 20 years of experience helping individuals and families prepare for retirement through personalized strategies that protect assets, maximize income, and build confidence. She specializes in retirement income planning, guaranteed lifetime income, Medicare and Medicare supplement guidance, Social Security timing, long-term care planning, tax-efficient distributions, annuities, wealth preservation, and legacy coordination.

Working with hundreds of retirees and pre-retirees across Florida and nationwide, Isabella uses a holistic, educational approach—listening, explaining options, and creating customized plans that match each client's goals and risk tolerance. Clients value her clear guidance, ongoing support, independent recommendations, and commitment to education. As a bilingual advisor fluent in English and Spanish, she ensures clear communication and inclusive guidance for diverse families and communities.

Whether you are approaching retirement, already retired, or seeking a second opinion, contact Isabella Duque to schedule a complimentary retirement review.

Limitations of Advice

Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency. Fixed Annuities are long term insurance contracts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty.