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1333 South University Drive
Suite 200
Plantation, FL 33324
(954) 327-1511

The Team File-and-Suspend, Suspended A Fruitful Retirement: Social Security Benefit When Special Care Is Needed: The Special Needs Trust

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.

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