Investment Solutions

Who We Serve

We help hard working individuals and families prepare and transition into retirement from the working years. Many would consider themselves the Millionaire Next Door, by accumulating assets through prudence and hard work.

Our services help many people with a focus on the needs of retirees or (those about to retire).

What We Provide

We provide comprehensive, unbiased financial strategies, straightforward portfolio management, all customized to your individual needs. You will be presented a plan to determine your needed growth rate, tax-impacts, portfolio stress testing, investment income planning and comfort level.

Portfolio Management
Retirement Planning
Economic Research and Updates
Portfolio Design & Distribution Strategies
Tax Planning
Tax-Impacts of portfolio
Referrals to Outside Professionals
All Portfolio Services All Tax Planning Services
Lifestyle Management
Cash Management
Online Tools / Checking
Estate Planning
Business Succession
Florida Domicile & Residency
Trust / Will Reviews
All Lifestyle Service All Estate Planning Services
Risk Management
Social Security Benefit Analysis
Review Life & Long-Term Care Insurance
All Risk Services  

Complete List of Services 

How We Deliver

We deliver your services in a high-touch service model using a regular client review process, straight forward portfolio management process, top-tier financial planning / reporting tools, & educational client events.

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