Are you trying to learn what you need to retire? Of course you are! That's probably why you're here. Do you know how much your retirement is going to cost? Need help picking investments which are right for you? How much do you have to save each month to pay for your child's education? Will your savings last long enough? These are just the start of the battery of financial planning questions you should have answered at least five years before you plan to retire. 

Working with Florida Retirement System special risk members, we've found that most of those who wait to address these questions until just before retirement put themselves in a position which requires damage control. Those who plan ahead not only have greater confidence in their retirement planning, but find themselves with greater options for how and when they retire.

We have the knowledge that you're looking for and can help you by creating a financial plan which answers all these questions and many more Call for an appointment today.

  • How much does your lifestyle cost?

  • How can you easily keep track of your income and expenses?

  • How much do I need to save each month to send my kids to college?

  • Will my savings and Social Security be enough to get me through?

  • How can I be sure that what I leave behind will go to the right people at the right time and in the way that I want?

  • How do I make good investments and decide how much of my money to put into each?

  • What can I do to minimize my taxes even after I'm gone?

  • How do I keep from losing everything if a catastrophe occurs? 

  • What are my options for giving money to my favorite causes and which is the best one?

  • How do I use money deliberately and with purpose?

  • How can I be sure I'm taking the best care of my parents in their old age or a special needs adult or child?

OUR FINANCIAL PLANNING PROCESS

OUR FINANCIAL PLANNING PROCESS