Southwest Florida Insurance & Retirement Services
Established in 1991, we serve families and businesses across Southwest Florida and Kentucky with tailored protection and retirement planning. We’re fluent in Personal Lines (home, auto, condo, flood, umbrella) and Commercial Lines (general liability, property, workers’ comp, liquor liability, BOP, and more). On the retirement side, we help clients protect principal, manage risk, and create dependable income using fixed and indexed annuities and rollovers.
What we do
- Personal & Commercial Insurance: Coverage built around real risks—not boilerplate.
- Retirement Planning: Principal protection, income strategies, RMD planning, and TSP/401(k)/IRA rollovers.
- Claims & Service: Fast help when it matters most; we advocate for you start-to-finish.
Why clients choose us
- Since 1991: Three decades of hands-on experience through good markets and bad.
- Local + Accessible: Based in SWFL with deep roots in Kentucky—call or text and you get Ben, not a call center.
- Business-owner savvy: Practical coverage for restaurants, trades, real estate investors, and professional offices.
- Clear, no-pressure guidance: Straight talk, options laid out side-by-side, you decide.
Service area: Florida & Kentucky
Contact: 859-585-0877 • benpatrick@southwestflins.com • southwestflins.com