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

The Team 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.

Helpful Content

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A Look at Diversification

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Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Best Performing Asset Classes

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Bitcoin 101

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Retirement Income and the Traditional Portfolio

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Money Draining Food Myths

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Types of Stock Market Analysis

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Comparing Investments

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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A presentation about managing money: using it, saving it, and even getting credit.

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There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Are Real Estate Investment Trusts right for your portfolio?

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Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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