Working with our independent financial advisors, you'll benefit from: 

Neutral advice that suits your goals
Cost-effective savings and investment strategies
Choices outside of the traditional "box"
Savings on fees and commissions
‣​ Reduced investment taxes 

​You'll gain a counselor you can regard as a partner; one who works with you to reach your goals using sensible investment strategies. All of our clients have benefited from working with us by saving on fees and reducing investment risks and taxes, while expanding their investments.  Please take a look at our services for further information.

Will Your Money be Ready for Retirement When You Are? 

It's All About the Strategy

Tough questions to ask yourself before retirement

2014's Uncertainty Cautions Diversification

Coming up with a game plan for this year's market 

Wall Street Hurts Investor Confidence

What you can do to protect your money from the mayhem 

Money Ruminations


PLANNING YOUR FUTURE

Plan for your retirement and reach other financial goals with help from our chartered retirement planning counselors. We are not securities brokers, but financial advisors with more than 25 years serving clients in South Florida.