Search Our Site
Recent News & Posts
Subscribe to our mailing list
If I came into some money I would……..
How many of us have considered how we would finish the above sentence? It becomes a real question for some people. Inheritance, divorce, legal settlement, a big promotion, stock options, sale of a business or property, and, of course, the lottery are a few ways people can suddenly find themselves responsible for large sums of money. This can be a blessing but as the stories abound about people blowing through a windfall show, new circumstances can be difficult to manage.
Money may not buy happiness but it can buy countless other things. By working through a process with us, you can be confident you are doing all you can to align your finances with your priorities. We can help you minimize your taxes, avoid scams that target the newly wealthy, and establish a process to manage requests that may come from friends and family.
We have a process for helping people set goals, create reasonable expectations, and get this new money managed appropriately for their needs. We will help you find a balance between the desire to splurge a little and the need to be prudent.
New money can be a blessing or a burden. Which will you choose?
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