"We do what is Genuine, True, Proper,
and Right for every client every time."
We are a comprehensive wealth management firm serving the financial needs of clients on the Space Coast of Florida. We help our clients identify their financial priorities and build personalized financial strategies to pursue them. We don’t believe in allowing clients to take unnecessary financial risks. Instead, we help them understand and protect what their wealth represents:
comfort, freedom, hard work, and success.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
It's important to understand how inflation is reported and how it can affect investments.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
There are ways to improve your physical fitness without denting your fiscal fitness.
Is your estate in order? This short quiz may help you assess your overall strategy.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here is a quick history of the Federal Reserve and an overview of what it does.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Why are 401(k) plans, annuities, and IRAs so popular?
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?