GreenBee Insurance

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Individual Retirement Strategy Solutions Tailored to your Needs

At Green Bee Insurance, helping you achieve your vision for retirement is our number one goal. We offer the Fort Lauderdale area financial planning services that work closely with you to objectively assess your individual retirement strategy, and help provide solutions tailored to your needs.

Green Bee Insurance is proud of offering independent financial planning professionals to the Fort Lauderdale area. Being independent allows us access to a diverse set of products and solutions from a wide-range of insurance companies.

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Independent Solutions

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Retirement Planning & Medical Services Driven For YOU

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Confidence Through Action

Are you Considering a Lifetime Income Annuity?

Protect yourself from a longer life expectancy

Download Your Medicare With Confidence Guide

Medicare has a lot of moving parts; and at times, it can feel like you are learning a whole new language. The last thing you want is to be is confused!

This guide was created to educate you on Medicare basics, terminology, plan types and recommendations. Plus, it will answer the most commonly asked questions and make sure you have the information you need to…

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Life Insurance

Let’s figure out how much insurance you need and shop the market

Stress Free Retirement Ebook

Get a FREE Copy of Stress Free Retirement Sent Right To Your Front Door!

In Stress Free Retirement, Patrick Kelly, shows today’s current {and potential) retiree how to eliminate the pain and hassles of the investment landscape

One important factor when planning for your retirement is knowing how much money you will need during your retirement years, but did you know that according to the U.S. Department of Labor,

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Fewer than half of all Americans have calculated how much money they’ll need in retirement.


Income for Life Planning

Know Your Options
  • How old should you be To Retire
  • How to Keep and Grow your Retirement Assets
  • Winning Strategies to make your Money last a Lifetime

How to Get Started

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Schedule an Appointment

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Meet with us for a Custom listining session.

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Get your personalized strategy.