Do you need a speaker for your next meeting or conference? We have advisors who are experienced speakers and will work with you to customize a program that will benefit your audience. Please complete the speaker request form below or call Dan at (321) 253-5400 Ext. 101 regarding a potential booking. For talks to public groups, we usually speak as a service to the community and do not charge a fee. Compensation is often greatly discounted if not waived for talks to professional groups that are supportive of the financial planning profession.
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.
601 S. Lake Destiny Road
Maitland, FL 32751
6767 N. Wickham Road
Melbourne, FL 32940