Financial Planning


Our process involves active listening...

We need to hear you.  We want to know what your concerns are…about you, your family and your business.  Only through active listening can we develop a financial plan designed to meet your specific goals. A plan for today that can be adapted to your changing circumstances in the future.

After an initial consultation where we discuss your short and long-term goals as well as any immediate needs, we analyze your current financial circumstances.  We evaluate strengths and weaknesses, uncover opportunities and educate you about your options.  We develop a customized plan that can address any of the following topics:

  • Cash flow and budgeting
  • Risk analysis and insurance
  • Retirement planning
  • Saving and investing
  • Education planning
  • Tax & Estate Planning
  • Employee Benefits
  • Real Estate Ownership
  • Charitable Giving

The plan is responsive to your individual circumstances.  It is an expression of your financial vision.

Once complete, you will be able to move forward with clarity.

Contact us today for information about our financial planning services.

Contact Us

Phone: 305.295.9628                   Toll Free: 888.844.SAVE (7283)                     Email Roxanne


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