Acting in your best interest
A place of peace, safety, or happiness in the midst of trouble
CFP®, CPA, CFA, JD, MBA
Detailed Financial Modeling
Am I on the right track?
What key tax strategies am I missing?
Is low-cost, evidenced-based investing better than what I have?
Your goals drive the analysis and advice
Integration of a wide range issues
Who is coordinating all of my “moving pieces”?
Tailored Financial Roadmap
What do I need to do to get there?
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How to Choose an Advisor
There are a variety of financial advisors to choose from. How do you weigh the trustworthiness and competence of your prospective advisor?
Meet With Advisor
Engage in a dialogue where we listen and learn. We present our services to help determine if there is a good match.
Virtual Meetings or In-Person in Tampa and Orlando.
Start planning and investing
Get on the road to clarity and on the path to confidence.
Planning is a lifetime journey. It starts today.
Services – Investment Management and Financial Planning
Investment Management Strategies
Goals-based investment management. See why we leverage Dimensional Fund Advisors.
Index-investing with a twist
Low-cost approach that lies between passive investing and active investing.
While staying diversified, we seek to tilt our allocations for favorable long-term returns.
Ties to your financial plan
Your situation is unique. Your investment management program should tie to your unique needs and evolve as your situation changes.
Tailored Financial Planning
Our financial planning services start with understanding your situation and developing a written list of your goals and concerns. From there, we cover a wide range of financial planning issues in an integrated fashion.
Whether you are already retired or planning to retire, you want to know how long you can sustain your desired level of spending and what changes need to be made.
Income Tax Planning
Consulting to spot tax-minimization opportunities by reviewing your current situation and by preparing forward-looking cash flow and tax projections
We review your current asset allocation and investment choices across all your investments and discuss any hidden fees that you may be paying.
Getting clarity on your estate planning documents and beneficiary designations is critical – it is too important to ignore.
Having the right amount of insurance determined by an objective review will help protect your assets without overpaying for insurance that may be “sold” to you.
Planning is much more than just looking at numbers. Life-integrated planning involves exploring living an intentional life with the financial clutter in the rear-view mirror.
Leveraging technology for better analysis and understanding
Detailed financial modeling with spreadsheets (for numbers people) and graphs (for visual people)
Credentialed advisors leverage sophisticated planning tools to analyze your situation and make appropriate recommendations.
You can see where you are in real-time on any device – mobile, laptop, computer.