The Art and Science of Successful Planning
“The complexity of today’s society creates dizzying arrays of financial choices.”
We bring a holistic, fee-only approach to every client’s financial life — coordinating investments, insurance, tax, and estate strategy as one plan, not a set of disconnected transactions.
As your Advisors, we will be singularly focused on one goal.
This goal will be to help you work towards your financial lifestyle objectives by insuring you meet with success.
We will accomplish this by first identifying the true purpose of your money; and then, structuring investment strategies, and risk management techniques that provide the best opportunity to achieve that specific purpose — striking the delicate balance between investment risk and investment return.
Read Our Mission StatementStraight from the conversation itself
The Covid Years
Two conversations with senior care specialists — on what it actually takes to plan well for the years ahead.
2020 Interview with Amanada Barton of Senior Blue Book
Lifestyle planning for seniors requires dedicated knowledge of the complexities involved with the ever changing legislative nature of government agencies and health care administration — which is why our team has developed a significant emphasis in senior care needs, working across health care, law, insurance, and financial planning to solve each client’s individualized needs.
View All Videos2022 Interview with Sunny Munoz of Golden Care
Long-Term Care is a profession in and of itself — and it requires the interaction of multiple disciplines. This conversation with Sunny Munoz of Golden Care digs into what that actually looks like for families navigating it for the first time.
View All VideosA holistic view of your entire financial life.
The professionals of The Art and Science of Successful Planning are here to inspire success. We recognize that along with financial success comes increased responsibilities and complexity — which is why we take a holistic approach to managing every aspect of a client’s financial situation.
More About Who We Are- 01Risk Management and InsurancesProtection
- 02Investment Advisory ServicesGrowth
- 03Fee Only Financial PlansPlanning
- 04Senior Care PlanningCare
- 05Employee BenefitsWorkforce
- 06Business PlanningContinuity
- 07Senior Housing PlacementTransition
Growing Protecting and Conserving
Your Most Valuable Nest Eggs Are… Your Family, Your Assets, Your Income, Your Team Members.We differ from most of our competitors in several ways.
Fee-only fiduciary guidance, a coordinated team of specialists, and strategies built around the investments, tax picture, and goals our clients already have — not a product line waiting to be sold.
Fiduciary Capacity
We are compensated by fees paid by clients, allowing us to work in their best interests and solely for them — rather than on commission from the products we recommend.
Team-Based Service
All clients are considered firm clients, counseled in the same manner, and receiving the same innovative level of advice and hands-on, courteous service.
Customized Strategies
We provide a comprehensive analysis of every tangible and intangible investment — and its tax ramifications — before any strategy is developed and agreed upon.
Who we serve
Financial Planning for Seniors
Learn moreSenior Housing Placement Florida
Learn moreVeterans
Learn moreBusiness Consulting Services
Learn moreContractors and Tradesman
Learn moreCrypto Investors
Learn moreLife Insurance For US Citizen
Learn moreLife Insurance Planning for Non-U.S. Residents & Foreign Nationals
Learn morePublic Safety Workers
Learn moreSelf-Directed Brokerage Accounts (SDBA)
Learn moreDisability Income Protection
Learn moreMedicare Benefits Planning
Learn moreSBLOC: Securities-Backed Line of Credit
Learn morePEO Consulting Services
Learn moreEmployee Benefit Consulting Services
Learn moreSenior Housing Placement
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Independent Living
Independent Living communities are perfect for seniors who are looking to make the most of their retirement experience but who can provide for their own needs, including activities of daily living. These communities provide a wonderful place to call home.
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Assisted Living
Assisted living is designed for seniors who need a little more day-to-day assistance than residents in independent living, from daily living assistance and basic care to recreational activities and transportation.
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Memory Care
Memory care programs feature a person-centered approach that’s designed to help your loved one feel a sense of belonging and purpose, while still preserving their sense of self.
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Continuing Care Retirement Communities
CCRC’s are senior housing retirement communities with accommodations for independent living, assisted living, and nursing home care offering residents a continuum of care.
IF I ACCEPT YOU AS YOU ARE, I MAKE YOU WORSE; IF I TREAT YOU AS THOUGH YOU ARE WHAT YOU ARE CAPABLE OF BECOMING I MAKE YOU THAT.
Johann Wolgang von Goethe
Don’t let procrastination and information overload obscure your image of your financial future — the clock will still be ticking.
Have a Question?
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