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.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
A letter of instructions provides additional and more personal information regarding your estate.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Being healthy not only makes you feel good, it may also help you financially.
There are common mistakes you can avoid when saving for retirement.
It may help your business be better prepared in the event of the death of a principal or key employee.
The uncertainties we face in retirement can erode our sense of confidence.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Learn how to harness the power of compound interest for your investments.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
The decision whether to buy or rent a home may have long-term implications.