Trusted Estate Planning for Southwest Florida
Rising Above,
Legacy Secured.
FLITE Advisors helps Southwest Florida families protect their financial legacy, avoid probate, and keep wealth in the family — not in the courts.
44+
Years Combined Advisory Experience
Trusted
Fiduciary Advisors
CFP
Credentialed Professionals
SW Florida
Families Served
Who We Help
Estate Planning Built for Families with $1.5M+ in Assets
For families who have spent decades building their estate, the risks of probate, Medicaid spend-down, and tax exposure can threaten everything you’ve worked for. Without a comprehensive plan, courts and healthcare costs can erode your legacy in months.
FLITE Advisors intervenes with tailored estate planning strategies designed to protect your wealth, preserve your assets for future generations, and ensure your family’s financial security remains intact.
Avoid Probate
Protect your estate from costly and time-consuming court proceedings that can deplete your family's inheritance.
Medicaid Planning
Preserve assets while qualifying for care benefits, ensuring you don't have to deplete your savings for long-term care.
Tax Strategy
Keep more of your wealth across generations with smart, tax-efficient planning that minimizes your estate's tax burden.
What We Offer
Our Core Services
Annuities & Medicaid Planning
Strategic annuity solutions that protect your assets while structuring eligibility for Medicaid benefits.
Long-Term Care Insurance
Plan for the real cost of long-term care and protect your estate simultaneously with comprehensive coverage strategies.
IRAs, Roth IRAs & 401(k)s
Tax-efficient strategies for qualified accounts with proper beneficiary designation integrated into your estate plan.
Why FLITE?
“Most families spend years building their estate — and lose it all in months without the right plan.”
FLITE Advisors puts your family’s well-being first, free from the sales pressures that drive most financial advisory firms. Our only goal is your family’s well-being and the preservation of your legacy.
Our multi-disciplinary team of Certified Financial Planners, estate attorneys, and CPAs works together to create a comprehensive plan that addresses every aspect of your financial future. When you work with FLITE, you’re working with professionals who have no commissions to earn and no products to push — just your family’s best interest at heart.
Our Experts
Meet the FLITE Team
David Martin
CFP — Founder & Lead Advisor
Founder and lead advisor with over four decades of estate planning expertise dedicated to protecting Southwest Florida families.
Todd Hulliberger
Experienced advisor bringing years of dedicated service in estate and tax planning strategies for high-net-worth families.
Jenna Hulliberger
Licensed Insurance Agent & Client Relations Expert
Dedicated to building lasting client relationships, Jenna guides families through insurance solutions that protect what matters most.
Ready to Secure Your Legacy?
Schedule your free, no-obligation consultation today. Our team is here to listen.
Client Stories
What Families Are Saying
We had no idea our estate was exposed to probate costs until FLITE sat down with us. Within six months we had a complete plan in place and peace of mind we didn’t expect.
James & Carol R. — Naples, FL
