What can you expect from working with our Financial Advisors?



Through our practices we ensure that every recommendation, decision and action made on your behalf is justifiable, transparent and rooted in sound financial logic. In short, we work for you. We are motivated by the idea that through your success, comes ours — not the other way around. This premise in place, we can with mutual confidence begin our journey.

As your personal financial advisor, we start by building a foundation for our partnership through communication and collaboration. We do this during the development of your customized Investment Policy Statement (IPS) and your Personal Financial Policy Statement (PFPS). We will work together to identify your values, goals and current financial standing which will begin to reveal a path to your financial destination. Your customized IPS and PFPS will include specific recommendations relating to cash flow, debt management, emergency funds, tax planning and education funding as needed. In addition, your IPS and PFPS will seek to update your risk management program, restate your retirement income projection, summarize your current estate plan, and most importantly as your financial consultant, provide the chronological steps needed to achieve your personal goals.

To this end, we employ one simple time-tested methodology that ensures a comprehensive and customized solution to your financial needs: we listen. Go ahead. We’re ready.

For more information on our services and how we can help you, reach out to one of our helpful advisors today.


1936 Lee Road - Suite 270
Winter Park, FL 32789

Toll Free: 888-679-9779
Office: 407-207-9006
Fax: 407-207-0106