Build, Protect, and Grow Wealth
Plan Your Future with Smart Financial and Retirement Solutions
Achieve peace of mind with personalized retirement planning, life insurance options, and financial strategies tailored to your goals. Start building a future you can count on today.
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Personalized Solutions
We craft comprehensive financial plans tailored to your unique needs and future goals.
Comprehensive Coverage
From retirement to insurance, we provide a full spectrum of financial services.
Long-Term Stability
Secure your financial future with strategies designed for lasting success.
About Us
Guiding Your Financial Future with Confidence
TAP Wealth Management is dedicated to helping individuals and families achieve financial stability and long-term security. With a focus on retirement planning, life insurance, and investment strategies, we provide customized solutions that align with your unique financial goals. Whether you’re planning for retirement, securing your family’s future, or building wealth, our goal is to simplify complex financial decisions. We take a comprehensive approach, offering solutions that provide peace of mind and financial confidence. With years of experience, we prioritize transparency, education, and personalized service to ensure you feel empowered about your financial future. Let’s build a plan that secures your future and supports your goals.
Personalized Solutions You Can Trust
Simplify Your Financial Journey
We’re committed to helping you find clarity in your financial decisions by offering tailored strategies for retirement planning, insurance, and wealth management. Let us help make complex financial matters simple and stress-free.
Insurance Services In Fort Myers FL
Retirement Planning
401(k) Plans
Life Insurance
Whole Life Insurance
Term Life Insurance
Universal Life Insurance
Annuities
Disability Insurance
Financial Planning
Retirement Income Strategies
Long-Term Care Planning
College Funding Solutions
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Start Planning Your Secure Future
Take the first step toward a brighter financial future by requesting a free quote. Whether it’s retirement planning or insurance coverage, we’ll provide clear options tailored to your needs—no obligation required.
Get in touch
Connect with Us Today
Financial planning is a journey, and we’re here to help every step of the way. Whether you have questions about retirement, insurance, or wealth management, we’re just a call away. Contact us today and let’s discuss how we can help you achieve your financial goals.
- (239) 710-8597
- tpigeon@gradientadvisors.com
- Fort Myers, FL 33966
Our Client’s Feedback
What Our Clients Say
Our clients choose us because we provide clear, strategic financial guidance tailored to their needs. Whether it’s securing their family’s future or planning for retirement, our personalized approach helps them achieve lasting financial confidence.
Bentley Felix
Client
With TAP’s help, I’ve set realistic and achievable retirement goals. They’re the best!
Usha Venkataraman
Client
Terry is well informed, and he took the time to go over everything with me and make sure I knew everything I could do. He worked with me to locate the ideal insurance that satisfied my demands for coverage and my budget, rather than merely recommending one. His dedication to ensuring that I felt secure in my decision and his meticulous attention to detail were exceptional.