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Firm Overview

Our comprehensive approach and sophisticated planning abilities have enabled us to attract and retain premier clients in South Florida and beyond. We take pride in offering a range of financial products that enable us to implement our client's plans with equal quality.

Advisory Services: Wealth Management, Insurance Planning, Retirement Planning, Business Planning, Estate Planning, Education Planning, Asset Protection, Advanced Planning, Charitable Planned Giving, Special Needs Planning

Financial Products: Life Insurance, Disability Insurance, Executive & Key Person Benefits, Mutual Funds, Stocks & Bonds, Company Retirement Plans, 401(k) Plans, Individual & Group Medical Benefits, Individual Retirement Accounts, Annuities, Long Term Care Insurance, 529 College Saving Plans

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.