Anew Wave Retirement Navigators

Watch a quick video to learn about our
"Rock Solid Retirement Income Strategy".

Peace of mind that comes with retirement income that's guaranteed to last as long as you do!

About Us

Kelly Zito | Financial Advisor

Kelly Mace-Zito is a Financial Advisor who specializes in holistic retirement planning and asset protection. Kelly is able to help individuals, families and businesses protect their assets as well as provide income that will last their entire lifetime.

Kelly is a lifelong resident of Pensacola, FL and has been in the Financial Industry for over 16 years.

She is a Holistic Financial Advisor that can help you plan for your Retirement to make sure you reach your goals. Kelly can help you with protecting and growing your assets, as well as Medicare Planning, Long-Term Care, Disability Coverage and your Life Insurance needs.

“I have a fiduciary responsibility to recommend the most suitable options for my clients. Through the years I’ve helped thousands of clients protect and grow over $25 million in assets. The best part is knowing that I am truly helping someone reach their goals. My clients enjoy a hassle-free retirement; our planning assures, safety, lifetime income, and potential for attractive returns – all while maintaining control of your money. I look forward to helping you with all your rollover and retirement needs.”

Jay Zito | Financial Advisor

Jay has over 16 years of experience as a Financial Professional developing strategies for thousands of people. Jay knows building relationships, as well as incredible customer service, is what it takes to meet client expectations. Jay specializes in offering flexible Life, Medicare, and Retirement options to meet a wide range of client needs.

Jay has supported, and continues to support, non-profit organizations such as Junior Achievement, National PTA, and Achieve Escambia…just to name a few.

Jay led his 2014 branch office to #1 in the Southeast Region, and has been awarded the “Best of The Coast” Runner Up in 2018.

Jay holds a Life, Health, and Variable Annuity License, in FL and AL.

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Our Services
What We Do For Clients

Asset Protection

Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.

We specialize in helping retirees protect their retirement assets while continuing to move forward.

Family Legacy Planning

Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!

We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.

Medicare Plans

When it comes to Medicare, we take on a non-biased approach to meet your needs. We utilize all Medicare carriers, so we have a variety of options to present to our clients.

We can provide Medicare advantage, Medicare Supplements, and even Prescription drug plans.

Retirement Income

Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.

We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.

how can we help you?