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What Makes Us Different

Our Mission

To add value and make a difference in the financial future of our clients and their families, while giving back to the community.

Our Process

All our relationships start with an introductory call so that we can answer any questions that you have, learn about you and your specific goals and objectives to determine if we would be a good fit to help you achieve your goals.  We review each of our services, costs and fees and provide options for working together.

Once you choose to work with us, we work together as a team to help you achieve your specific goals.  Because our industry is (thankfully) so heavily regulated there is a lot of paperwork to complete before we get started.  Between our experienced administrative assistant and our use of technology, we make the paperwork process as seamless as possible.

We provide:

  • Personalized attention
  • Research based plans
  • Relevant and timely information
  • Frequent communication
  • Dedicated and experienced team of professionals
  • A disciplined, goal-based approach

Our Values

EQUALITY - A person's value is not measured by their net worth.

INTEGRITY - People should always expect (and get) the whole truth.

TRANSPARENCY - We'll talk to you in plain English and eliminate unnecessary complicated financial jargon.

SIMPLICITY - We avoid complications by making your plan easy to understand and follow.

FAMILY – We will not make suggestions to our clients that we would not make to for ourselves and family members.

Our Commitment

We are committed to helping our clients create a plan to improve their financial lives while giving back to the community.   Our philanthropic efforts include our donation of time and/or money to the following charitable organizations:

Alex’s Lemonade Stand Foundation

Alzheimer’s Association

American Cancer Society

American Heart Association

Big Brothers Big Sisters of America

Dedicated Ashton Dads (Ashton PTO)

Michael J. Fox Foundation for Parkinson Research

My Warrior’s Place

National Stuttering Association

Rise Above Performing Arts

Special Olympics

Susan G Komen

The American Foundation for Suicide Prevention

The Nature Conservancy

Underdog Rescue of Florida