Click Here to check the background of this investment professional on FINRA's BrokerCheck

Call Us Today

407.331.7330

110 Crown Oak Centre Drive

Longwood, FL 32750-6166

 

[email protected]
A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days

Many people find it difficult to talk about their financial life. We get that. To get started toward a better future, we help you determine a best course of action and what makes sense to do first.

What changes are you facing? What keeps you up at night? What choices do you have?

What decisions matter for your personal situation? Feeling overwhelmed? Where do you begin?

Financial planning is a big broad topic. It is important to know about those concepts, techniques and solutions that best fit your personal situation. Many things don't. What is good for one person isn't always good for another.

People sometimes create a plan by adding financial 'stuff' without knowing how it will affect what is already in place. While you cannot change the past, you can change course to a better future.

  • What does your future look like if you take no action?
  • Do you know what you own, why you own it and how you'll use it?
  • How much income will you need in retirement?  How much do you spend now?
  • When will you take Social Security?  Do you know your optimal start dates?
  • Where will you live?  Planning to downsize your home?
  • How will your investments really convert to income?
  • What lies on the road ahead? If there are detours, will you still get to your destination?
  • What are the costs and limitations of Medicare?  Have a plan for medical expenses?
  • What is possible if you have all your resources working together in one holistic plan?

Organizing your financial life doesn’t have to be overwhelming. You will find that with a financial plan in order, you will be able to think more clearly about the future and make wiser decisions, allowing you to be free to enjoy life.


It all starts with a conversation. Let’s Talk.


407.331.7330

[email protected]

Helpful Content

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

 

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Debt Stress

There’s a link between debt and stress.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

The History of Retirement

Do you know where the idea of “retirement” comes from?

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

View all articles arrow

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

View all videos arrow