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!
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Please Leave Home without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Try these activities to keep your brain sharp.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
What are your options for investing in emerging markets?
Here are five facts about Social Security that might surprise you.
Are you ready for retirement? Here are five words you should consider.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?