Almost 79 million Americans were born between 1946 and 1964, creating what is widely known as the baby boomer generation. This group grew up with The Beatles, civil rights movement and Vietnam War. As the baby boomers approach retirement, they may find themselves seeking specific products and services that cater directly to their needs.
The Southwest Orlando Bulletin has put together a compilation of local businesses and professionals for this very distinct segment of the population.
Patrick McCarty, 407-466-6866, 407-926-2548, http://www.pmccarty.com, is a registered representative who offers securities through AXA Advisors LLC, 5337 Millenia Lakes Blvd., Suite 405, Orlando. He is a member of FINRA and SIPC, and offers annuity and insurance products through AXA Network LLC. AXA Network conducts business in California, Utah and Puerto Rico. McCarty is an investment adviser registered with the SEC, and he offers investment advisory products and services through AXA Advisors LLC. AXA Advisors and AXA Network are affiliated companies and do not provide tax or legal advice.
From day one, Chuck Schwab knew investing could be different — that investors deserved better prices, better access and better service. And for the past four decades, Charles Schwab, http://www.schwab.com, has been doing just that by challenging the status quo and advocating for the individual investor. Seeing their business “through clients’ eyes” makes all the difference, and they believe that by working alongside their clients, they can help them reach their goals.
Edward Jones, 3200 S. Hiawassee Road, Suite 204, Orlando, 407-295-8300, http://www.edwardjones.com. Edward Jones provides financial services for individual investors in the U.S. and Canada. Every aspect of the firm’s business is designed to cater to individual investors in the communities in which they live and work. The financial advisers work directly with nearly 7 million clients to understand their personal goals — from college savings to retirement for all of those baby boomers. Edward Jones was named the No. 1 full-service brokerage firm in June 2012 SmartMoney magazine’s annual broker survey.
Eton Bridge Insurance and Financial Solutions, 7625 W. Sand Lake Road, Suite 201, Orlando, 407-351-3331, http://www.etonbridgesolutions.com, is a full-service agency offering home, auto, commercial, life and health insurance. Sherri Asadi, president of Eton Bridge, is a seasoned risk management professional who has helped thousands of clients protect themselves from the foreseen and unforeseen difficulties of everyday life. The Eton Bridge team strives to build lasting relationships through education, providing best-in-class service and remaining steadfast by the side of clients whenever problems arise.
Marissa Herring, owner of Garage Mama Fitness, 1232 Winter Garden-Vineland Road, Suite 116, Winter Garden, 407-347-7977, http://www.gmamafitness.com, has been recognized by national and international media as a premier expert in providing diverse training techniques and 24-hour accountability and support with her proven 12-week system. She believes in training using diverse styles and keeping sessions exciting. Garage Mama team members incorporate “train like a gymnast” techniques to help baby boomers maintain mobility and flexibility, as well as provide cooking classes and nutritional plans to stay on track.
Golden Pond Assisted Living and Memory Care, 404 Lakeview Road, Winter Garden, 407-654-7217, is located on 10 acres west of historic downtown Winter Garden, adjacent to the West Orange Trail. Its apartments have their own patios, and for those residents who need assistance, there are certified nursing assistants around the clock. If needed, a nurse is available 24 hours a day on property. The facility is pet- and golf-cart-friendly. Reflections, Golden Pond’s memory care community, comes complete with its own ducks in a 1-acre secure courtyard.
Baby boomers now acting as caregivers — numbering 10 million — for elderly parents need to learn how to pay for the cost of long-term care. Public benefits may be the key to ensuring the safety of loved ones while protecting their assets. Having proper estate-planning documents in place and understanding the myriad of rules are essential for obtaining these benefits. Sawyer & Sawyer, P.A., 8913 Conroy-Windermere Road, Orlando, 407-354-0888, can help.
John Nowell, O.D., and his team of professionals provide the best in personalized eye care, while maintaining a friendly atmosphere. Southwest Orlando Eye Care, 7009 Dr. Phillip Blvd., Suite 110, Orlando, 407-271-8931, http://www.southwestorlandoeyecare.com, is the only place in Central Florida where you can find custom eye wear to suit your every need. They provide quality athletic eye wear, professional eyeglasses and designer sunglasses to accommodate any style. Hours of operation are Monday, Tuesday and Friday, 9 a.m.-5 p.m.; Wednesday and Thursday, 9 a.m.-7 p.m.; and Saturday, 9 a.m.-1 p.m.
Like their younger counterparts, boomers and seniors are susceptible to cavities, periodontal (gum) disease and untimely tooth loss. If you are missing teeth; wear dentures that do not fit; notice blood on your toothbrush, saliva or food; have loose teeth; use tobacco products; or have not seen a dentist in more than two years, you should make an appointment. Don’t let aging take a bite out of your smile. Gabriel Sangalang, D.D.S., and the team at Watson Dental Care, 5979 Vineland Road, Suite 205, Orlando, 407-351-3213, welcome you.