We provide objective and comprehensive personal financial planning driven by each client’s individual goals before designing an investment program. These financial planning services include detailed recommendations in areas of interest to the client, including:
The first phase of our wealth management services includes preparation of an analysis in the above areas. Should you need estate planning documents drafted, we will refer you to a qualified attorney if you do not already have one. If we recommend you acquire insurance of any kind, we will refer you to a qualified agent if you do not already have one. We make these and other referrals only as a service to our clients. We do NOT pay or receive any referral fees.
200 South Orange Avenue
Orlando, FL 32801
6767 N. Wickham Road
Melbourne, FL 32940