Understanding Today’s Financial Environment
Welcome! We are a group of financial professionals located in Plantation, Florida assisting clients with their financial needs throughout Broward County. Discover what happens when you bring together a group of highly qualified and credentialed financial professionals that are passionate about helping people get the most out of their finances. We understand that individuals face unique challenges as they prepare for major life changes. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. Whether you would like us to evaluate your current financial situation or just looking for a second opinion, we will offer you practical, objective investment advice. We work closely with our clients and communicate with them regularly to respond to changes in the market or personal events that may require portfolio adjustments.
Contact us today, for a free, no-obligation consultation. We look forward to working with you through all stages of your life!
* As reported in Financial Planning magazine 1996-2015, based on total revenues.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
A quick look at how federal income taxes work.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
One of the most common questions people ask about Social Security is when they should start taking benefits.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
If you died, what would happen to your email archives, social profiles and online accounts?
Roth IRAs are tax advantaged in a different way from traditional IRAs.
It's easy to let investments accumulate like old receipts in a junk drawer.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Taking your Social Security benefits at the right time may help maximize your benefit.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate