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About Us

WHO WE ARE

We are a team of local financial professionals with an average of 25 years of residency in Flagler County. We recognize the value of being able to sit down face to face and receive sound financial advice that is easy to understand. By leveraging our skills, resources and the professional relationships we’ve built, we will guide you through life’s major decisions.

WHAT WE DO

Through our comprehensive financial planning process, we get to know you and what you care about the most. We help you figure out your goals and what outcomes you’d like to achieve with your money.  Working together with you we create a written financial plan and personal website that provides you on demand access to your overall financial picture in one safe and secure location.

We help our clients using some of the following services:

  • Financial Planning
  • Investment Advisory Services
  • Wealth Management
  • Retirement Income Strategies
  • Long Term Care Planning
  • Life Insurance and Annuities
  • Tax and Estate Planning Strategies

WHY WE DO IT

We recognize financial decisions can be complex and every family’s goals and needs are unique. We are passionate about providing the guidance you need to feel confident in the choices you make.

Our mission is to provide the highest level of service to our clients through a proven process of comprehensive financial planning and wealth management. We work with high net worth households to identify, target and address the challenges they face when seeking to maximize their retirement plan. In addition, we believe strongly in sharing our success by giving back to the community in which we live.