Serving All Your Financial and Investment Needs

We pride ourselves on the long-term relationships that we build with our clients. Because we want to serve all their financial and investment needs, our Rockledge, FL office only works with people for whom we can have a major impact.

Young Professionals

We know that time is a luxury for successful professionals who are focused on career and family. We help free up your time by managing the details of your financial life. Common questions include:

  • How should I pursue my financial goals?

  • How do I make sense of my employee benefits?

  • How much home can I comfortably afford?

  • How much should I be saving for retirement?

  • How do I prioritize paying off debt vs. investing?

  • How much should I save for my children’s college education?

 

Pre-retirees

With retirement on the horizon, pre-retirees need to know that they are financially prepared for the next phase of their life. We help make your transition as smooth—and fun—as possible. Common questions include;

  • What kind of lifestyle do I want in retirement?

  • How much cash flow do I need for my lifestyle?

  • What sources of income will I have?

  • When should I start taking Social Security benefits?

  • Should I enroll in Medicare at 65?

 

Retirees

Retirees often discover a whole new set of questions about their finances and investments. We provide the resources and guidance so you can feel confident about this next phase of life. Common questions include:

  • Have I accumulated enough money so I don’t outlive it?

  • Can I afford the lifestyle I want to live?

  • How should I position my portfolio in retirement?

  • Do I need to update my estate plan?

  • Should I withdraw from my IRA or taxable investment accounts first?

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Schedule a Call

We offer a 15-minute discovery call as an opportunity for both of us to “discover” whether we’d be a mutual fit. We’ll discuss your concerns and goals, and share how we might be able to help you. There’s no cost and no obligation.