Rachel is involved in all aspects of the agency operations - including sales, marketing, and development. Rachel started working in the insurance industry as a office manager in an insurance office, she transitioned into an independent brokerage as an agent with working with Florida Blue now with First Down Financial.
Rachel brings the highest degree of experience to her clients by listening to their needs and working diligently with them to implement a plan that meets all their needs. Rachel’s clients would describe her as honest, helpful and hard working.
As an impassioned ally, Rachel takes a personal approach to every aspect of her business – from assessing client needs to shopping the marketplace. Rachel’s specialty lies in Medicare advantage, business and personal life insurance, financial planning and annuities, and the affluent attest to Rachel’s skill set as invaluable.
Contact Information
1942 W CR 419 #1030
Oviedo, FL 32766
407 542-7232
steve@firstdownfinancialinc.com
Business Hours
- Mon - Fri
- -
- Saturday
- Appointment Only
- Sunday
- Closed
Financial Planning - Portfolio Managment - Tax Planning - Annuities - Life Insurance
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products. Advisory services are provided through First Down Financial, Inc. a registered investment advisor.
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Investing involves the risk of loss, and some strategies may not be right for you. Past performance does not guarantee future return. Hypothetical outcomes do not reflect actual investment results and are not guarantees of future results. All assumed, expected, or stated returns are not guaranteed unless otherwise stated. Indexes are not available for direct investment. A professional advisor should be consulted before undertaking any strategy or implementing any specific advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. By requesting any report available via this site you may be provided with information regarding the purchase of insurance products or investment advisory services in the future.
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*"Peace of Mind," "Safety," "Principal Protection," "Lifetime Income, "Guaranteed Income," or other guarantees are associated with fixed insurance products. No such language refers in any way to investment advice, investment advisory products, securities, or recommendations provided by First Down Financial Services. Investing involves risk. Rates of return are not guaranteed unless otherwise stated. All guarantees relating to insurance products are dependent on the financial strength and claims-paying ability of the issuing insurance company. Guarantees may be subject to various restrictions, limitations, or fees, which can vary depending on the issuing insurance company. Annuities have limitations and are not appropriate for all circumstances or individuals. They are not intended to replace emergency funds or to fund short-term savings or income goals. Investing involves risk.
Lifetime income may be available on certain products through an optional rider at no cost or for an additional cost, depending on the specific product and contract. Taking withdrawals prior to turning age 59 ½ may result in tax penalty fees in addition to ordinary income taxes. Withdrawals from annuities may trigger charges or reduce the contract value and death benefit. Insurance products are not insured by any federal government agency and may lose value.
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