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While developing a customized financial strategy, we walk you through a step-by-step program to not only help guide you in your choices but help you feel confident in knowing you’ve made the right decisions.

We’re all about you.

Once we fully understand your goals, we will customize a strategy to suit your objectives and long-term vision. We can help you execute a solid financial program in the following areas of expertise:

  • Basic Financial Management
  • Retirement Planning
  • The Florida Retirement System (FRS) Self-Directed Brokerage Plan
  • Life Insurance and Annuities
  • 401(k) and IRA Rollovers
  • Investment Strategy
  • College Planning
  • Estate Conservation
  • Cash Flow Concepts

Call to schedule a consultation or to enquire about our “Financial Literacy” workshops for organizations and community groups. All consultations and workshops are free of charge. We believe everyone should have the same opportunity to sit with an experienced advisor at no cost to them.

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