January 20, 2019

Marco Island SunsetWe are a fee-only financial planning firm that specializes in providing holistic financial planning and investment advisory services to individuals, families, and small businesses. We help people of all income levels achieve their goals and obtain peace of mind over their finances. We serve clients in Parkland FL, Boca Raton FL, Coconut Creek FL, Coral Springs FL, Fort Lauderdale FL and throughout all of South Florida.

Our Services and Clients

When you know your investments, taxes, insurance, estate plan, retirement plan, and all areas of your financial life are being monitored and adjusted as needed, you can relax and spend your time pursuing your goals.

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Investment Advice

Keeping up with the complexities of the investment world takes time. Ensuring that each investment fulfills its correct function and is appropriate for your unique situation takes objectivity. We offer both.

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Tax Preparation & Planning

The IRS estimates that more than 2 million people overpay their taxes each year, to the tune of over $1 billion. Minimizing your taxes can yield dollars you can use to achieve your goals and accelerate building wealth.

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A Formula for Reaching Your Financial Goals Part 2

Introduction In my article, A Formula for Reaching Your Financial Goals Part 1, I introduced the idea that if you were able to change your mindset and focus on what you can consistently control yourself, develop a plan around those things, and stick to the plan over the long term, you would sleep better at… [Continue]

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