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]
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Teen Drinking and Your Liability

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

 

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

View all articles arrow

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Historical Inflation

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

Should I Buy or Lease an Auto?

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

Self-Employed Retirement Plans

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

Should I Pay Off Debt or Invest?

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

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

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

An Inside Look at Retirement Living

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

Your Cash Flow Statement

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

Principles of Preserving Wealth

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

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.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Consider These 3 Things Before Driving Off the Lot

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

View all videos arrow