"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.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
When you’re married and have children, insurance needs will be different.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
It's important to understand how inflation is reported and how it can affect investments.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
A letter of instructions provides additional and more personal information regarding your estate.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
With alternative investments, it’s critical to sort through the complexity.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Here is a quick history of the Federal Reserve and an overview of what it does.
Would you guess that Millennials are effectively saving for retirement? Well, they are.