facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause


Specialized Strategies

  • Asset Allocation Investment Models
  • Mutual funds, ETFs, select Individual Stocks
  • Annuities: Variable, Fixed, and Equity Index
  • Traditional IRA, Roth IRA, Roth Conversion, Individual, Joint, and Trust account types
  • Financial Planning
  • 529 College Savings plans
  • Florida Retirement System (FRS) and Deferred Retirement Option Program (DROP) planning
  • ABLE investment accounts for persons with disabilities (Achieving a Better Life Experience)

Additional Services

  • Comprehensive Review of Household Financial Data
  • Qualified Plan Rollovers (401k, 403b, 457, etc.)
  • IRA Transfers and Account Consolidation
  • Retirement Distribution Schedule
  • Risk Profile Evaluation
  • Budget Analysis with Ongoing Monitoring
  • Monthly Newsletter
  • Quarterly, Semi-annual, or Annual Client Review (via phone, virtual, or face-to-face)
  • Quarterly Monitoring of Models
  • Annual Monitoring of Risk Profile
  • Annual Portfolio Rebalancing
  • Life Insurance
  • Client Access to Performance Reporting
  • Liaison with Local Professionals (Attorney, CPA, etc.)

Let us not become weary in doing good, for at the proper time we will reap a harvest if we do not give up."

Galations 6:9