We are paid only by our clients to perform our duties as fiduciaries. There are no sales incentives, contests, kickbacks, or any other third-party compensation. We are compensated based upon how your portfolio performs, and are not paid based on transactions. We are not restricted to a list of products selected by an employer, such as a bank, insurance company or brokerage firm. This maximizes our objectivity. You should never wonder if what we recommend is in your best interest or ours. We get paid only for as long as you want us to advise you. Our fees are fully disclosed. In each quarterly report, you will receive a fee calculation, so you know exactly what you are paying us. We seek to minimize all of your other costs whenever it is advisable and possible to do so.
Preparing a sound financial plan can help to ensure you will be ready for whatever lies ahead. Uncertainty in the financial markets makes having an advocate for your family’s unique interests essential.
200 South Orange Avenue
Orlando, FL 32801
6767 N. Wickham Road
Melbourne, FL 32940