Financial Planning Discovery
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. A well-grounded and effective plan goes beyond the realm of saving, budgeting, and investing.
Risk Management
If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.
Cash Management
Every financial goal—from buying a home to building wealth—depends on how well you manage your cash today. Yet many overlook the power of everyday financial habits and decisions.
Retirement & Independence Planning
Everything you do – from planning the education and designations you'd like to acquire, to starting a career and managing your career progression – is done in the hopes that you and your loved ones can have a better life. But in all your planning, have you remembered to plan for life after work? If...
Investment Planning
Every day, you’re probably engaging in small, subconscious acts of investment planning. With seemingly endless tasks and a limited amount of time available, planning how you invest your time helps ensure you’re making the most of the hours you have available. But have you been investing time into...
Business Planning
Building and running a business takes vision, commitment, and years of hard work. But have you considered what happens next—when you're ready to step back or take your business to the next level?
Estate Planning
If you wish to leave behind a meaningful legacy, be it for loved ones or a charitable institution, you need to put a well-thought-out estate plan in place. Without an established plan, the fate of your estate could be determined by the government, lawyers, or people that don’t have your interests and best wishes in mind.
Ancillary Planning
While major financial decisions often take center stage, it's the "ancillary" planning areas that can quietly shape your legacy and long-term security. From giving to causes you care about to navigating divorce or education costs, these plans matter more than they seem.
Florida Retirement System Employees (FRS)
In building our firm around pre-retirees and retirees, we have developed a large network of clients that are retiring through the Florida Retirement System (FRS). FRS employees often include administrators, professionals, police officers, or those employed through state college.
