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!
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Understanding how capital gains are taxed may help you refine your investment strategies.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Knowing the rules may help you decide when to start benefits.
A change in your mindset during retirement may drive changes to your portfolio.
This worksheet can help you estimate the costs of a four-year college program.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Are you ready for retirement? Here are five words you should consider.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
When do you need a will? The answer is easy: right now.
There’s an alarming difference between perception and reality for current and future retirees.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Learn how to harness the power of compound interest for your investments.