One of Florida’s pre-eminent income and retirement planners, Bruce was President of SecuRetirement, Inc., and the tax planning firm of TaxSecure. After a two year bout with cancer, Bruce is back and better than ever. “I’m used to running my own firm”, says Bruce, “however, during my illness, I had concerns…what would happen to my clients if something happened to me? I create legacies for my clientele; not having a succession plan would be hypocritical. That is why I joined forces with Seeman Holtz. They share my commitment to the retirement community. If something happens to me, they are ready to step in and continue the highest level of service possible. The only thing my client’s will miss is my smile.”



















