225 N.E. Mizner Blvd.,
Helping Families Plan & Retire with Confidence
Helping Families with Children who have Special Needs, and Families with Loved Ones experiencing Cognitive Decline to Plan and Retire with Confidence.
By focusing on your financial goals and dreams, we can help you to develop a personalized plan to take the mystery out of preparing for today and tomorrow and help turn your goals and dreams into your reality.
The Lord says, “I will guide you along the best pathway for your life. I will advise you and watch over you."- Psalm 32:8
"For I know the plans I have for you,” declares the Lord, “plans to prosper you and not to harm you, plans to give you hope and a future."- Jeremiah 29:11
"For I the LORD thy God will hold thy right hand, saying unto thee, Fear Not; I will help thee."- Isaiah 41:13
"Go confidently in the direction of your dreams. Live the life you've imagined."- Henry David Thoreau
Bridging the Confidence Gap
Timing Your Retirement
When Markets React
It May Be Time for a Financial Checkup
Advanced Time Segmentation (ATS)
Interested In Enjoying Retirement Without Worrying AboutThe Ups And Downs Of The Market?
The ATS strategy matches unique retirement income needs
with time-segmented investments.
ATS is ideally for those currently in retirement,
Or within 15 years of retiring.
Your Wealth Deserves a Strategy
Your Roadmap to Pursue Financial Success. Plan for Success. Invest with Confidence. Retire Happy!
Financial Planning Made Easy.
Riskalyze is a quick and easy interactivequestionnaire that allows us to make sure we'reon the same page with you regarding your risk tolerance,or "speed limit", when it comes to your investments.
Everyone has a Risk Number.
Let’s find yours.
Knowledge is power. There are more options that you can and should consider before the next bear market, rather than just “riding it out”.
Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.