Aligning your dreams with your money.
Helping you build, protect, and make the most of your money in all areas of your financial life.
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Help make your dreams a reality! You set the goals, we’ll make the plan, and together we’ll work to make it happen
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Taxes should be a tool, not a torment! Let us help you with personal and corporate tax returns, payroll, and bookkeeping. We also offer tax planning strategies!
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Looking to buy a home or tap into its equity? We can help you with home purchases, refinances, home equity lines, and reverse mortgages
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Cover the what-ifs with insurance for life, disability, business overhead expense, annuities, long-term care
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Buy or sell a home with a premier Real Estate team behind you! Residential sales licensed with Douglas Elliman of Florida.
COMMON CLIENT PROFILES
FOUNDER’S STORY
Fast forward to 1987 when I was a twenty-one-year-old manager of a local grocery store chain. My father shared with me his vision of an all-encompassing financial services provider for clients. His view was one where anyone and everyone not only deserved to but could benefit from working with a financial planner. Partnering to make this vision a reality, I began my licensing in real estate and a year later became a real estate broker. We quickly added life and health insurance, variable products, mortgage brokerage, advanced investment licensing and, in 1994 I completed the Certified Financial Planner designation. After just four years we added tax services to the business and the foundation of the vision was complete.
ORGANIZATIONS WE SUPPORT