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WEALTH MANAGEMENT

A Fee-Only, Independent Financial Advisor
Located in Pace, FL.

free financial review

(850) 995-1797

Financial Advisor

Wealth Management

Money is important only to the extent that it frees you to enjoy what matters most to you. And not worrying about your financial future is critical to living the kind of life that excites you, nurtures your loved ones, and satisfies your highest dreams and aspirations. If you want a retirement plan that aligns your finances with the things that truly matter to you, call us. That’s what we do.


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Financial Advisor

Insurance Services

One of the first and highest values of every retiree is to have enough money to support their lifestyle throughout the retirement years, regardless of how many years that turns out to be. Not worrying about whether you will run out of money before you run out of life can help you sleep better at night and live better during the day. If that matters to you, call us, That’s what we do.


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Financial Advisor

Tax Services

Keeping more of what you make is the top priority for most tax payers and proactive tax planning is the key. In addition to tax preparation, we provide tax consulting throughout the year keeping your plan up-to-date based on legislative changes and IRS rulings as they happen. If having confidence you’re taking advantage of every tax break you deserve matters to you, call us. That’s what we do.


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retirement planning

ENJOY Your Retirement Years

 We offer customized, truly comprehensive solutions in 
 our Clients’ best interest. 

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Fun facts

Investors

57 percent of investors have not set financial goals

People

67 percent of people have no financial plan.

Gut Instincts

77 percent of investors are making decisions on gut instinct.

investment knowledge

20 percent of investors claim that their investment knowledge is very strong.