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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Building Your Legacy
A four-step framework for building a personal legacy.
Social Security: What’s Changing in 2016?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Bonds may outperform stocks one year only to have stocks rebound the next.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Understanding how capital gains are taxed may help you refine your investment strategies.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
A few strategies that may help you prepare for the cost of higher education.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn how to harness the power of compound interest for your investments.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What are your options for investing in emerging markets?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.