We take a holistic, fee-based, advisory approach to your financial security, as we craft and implement a plan designed to help you reach your goals.
We assess your exposure to potential liabilities and then develop, implement, and monitor a portfolio of insurance products to mitigate your risks.
We will oversee the development, management, and implementation of your estate plan in partnership with your total advisory team (e.g., your tax accountant and attorney).
We guide you through some of life’s most daunting financial transitions. Whether handling a divorce or preparing your heirs to inherit assets, we stay with you every step of the way.
Our team manages assets conservatively, and each portfolio is customized to protect your best interests and to further the long-term vision we cultivate together.
Prudent retirement planning helps us optimize your assets and convert those assets into reliable and consistent income streams when the time is right.
We can help navigate the financial complexities involved in ensuring the next generation’s educational future.
Our team has decades of experience making a complex system work in your favor. We help you manage the full spectrum of your financial needs and steer you past challenges to keep you on the right path.
We’re a boutique team of independent thinkers who simply will not let you down. Think of your financial plan as a road map that constantly evolves with you, presenting you with all of the possible paths you can take.
240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237