"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.
Should You Tap Retirement Savings to Fund College?
Three things to consider before dipping into retirement savings to pay for college.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Understanding how a stock works is key to understanding your investments.
Couples may be able to head off many of the problems in a marriage that money can cause.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Here are some simple and inexpensive energy-saving tips that may help you save money.
However exciting retiring abroad may sound, it deserves considerable planning.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, covering how bond laddering works.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What does your home really cost?
What if instead of buying that home, you invested that money?
Taking your Social Security benefits at the right time may help maximize your benefit.