A GOOD FIT
From successful professionals and retirees to generations of affluent families, we work with a diverse range of clients and can help simplify your situation with passion and expertise.
RETIREES
Financial stress shouldn’t interrupt you while you enjoy the fruits of your labor. We focus on preserving your wealth and helping you maintain your lifestyle throughout retirement. Besides investment advice, we provide a variety of wealth management services, including income projections, distribution planning, estate and legacy planning, Social Security claiming strategies, and analyzing other needs such as life and long-term care insurance. It’s time your finances worked for you.
INDIVIDUALS AND FAMILIES
Unique issues and complexities often accompany your financial success. You may be concerned about leaving a family or charitable legacy, or getting your estate in order. Our disciplined, holistic approach aims to simplify your financial life. Customized to your needs and preferences, your plan is designed to coalesce with other areas of your life. Whether it means collaborating with your CPA on tax strategies or coordinating estate plans with your attorney, we seek to streamline your experience and bring you peace of mind.
PROFESSIONALS, ENTREPRENEURS, AND CORPORATE EXECUTIVES
You’ve worked hard in your career, and our team matches the drive you have brought to your life. Whether you want to mitigate your liability risk and tax burden, manage cash flow, or prepare an exit strategy, we will develop a plan to address your financial needs today and in the future. Our goal is to give you the freedom to concentrate on what matters most to you.
3 STEPS TO FINANCIAL PEACE OF MIND
Review our website to better understand what we do and how we do it. Then schedule a free “Get Acquainted” meeting by calling (941) 330-1702.
At your first meeting, we will work with you to determine how our team can best help you. If both parties agree that we are a good fit, we will schedule a follow-up meeting and ask you to complete and return our Client Intake Form.
At our next meeting, we will review your responses on the Client Intake Form, your existing financial account information, and any other information you share with us to build a dynamic, real-time, comprehensive financial plan.
OUR PROCESS
TRANSPARENT COMMUNICATION
From the time we first meet, you’ll define how we communicate with you—phone, email, mailings, or in-person. You can expect us to deliver proactive, transparent communications and unparalleled service. As a client, you’ll also have your own online portal to access statements and performance reports and monitor the progress of your financial plan. We stay flexible to your needs, so you decide if you want to review your situation on a quarterly, biannual, annual, or as-needed basis.
IDENTIFY GOALS AND CREATE A PLAN WITH YOUR FINANCIAL ADVISOR
As a team, we will seek to know you at a deeper level to identify your goals, expectations, and risk tolerance. Using this information as a backdrop, your financial advisor will identify what to improve, maintain, or change as it relates to your wealth to develop a comprehensive plan.
DISCIPLINED INVESTMENT MANAGEMENT WITHIN OUR DIVERSIFIED APPROACH
Disciplined investment strategies are the foundation of our proprietary approach. Our process-driven, time-tested strategies are managed by our Investment Committee and built to help keep your personalized financial plan on track.
We will conduct a portfolio stress test on your current investments. Our goal is to ensure your portfolio is aligned with your comfort level when it comes to taking on risk. Then your financial advisor can design a personalized financial road map using our proprietary strategies to meet your needs.
When you are ready, we’ll make recommendations on strategy allocations and implement and monitor your plan so you can live your life by design, not by default.