FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Building on a Firm Foundation

Over the years that we have served in the financial services industry, our team has been blessed to witness tremendous life change and the fulfillment of dreams in the lives of our clients and friends. They do the hard work of following the plan, but it is truly a joy to be able to help guide their path.

We are grateful to have assembled a wonderful team of advisors and support staff who enjoy serving individuals, families, business owners, and non-profit organizations in Brevard and beyond. Our advisors are passionate about offering our clients financial strategies tailored to their real-life issues and understanding the importance of helping them to make the most appropriate financial decisions. Each member of our team is active in serving our community through our churches, schools, and the non-profit organizations we support.

Our team specializes in both pre-retirement and retirement financial planning and quality of life strategies, with a focus on tax efficiency, for:

  • Teachers and Administrators
  • Engineers and Rocket Scientists
  • Federal Employees and Retirees
  • Fellow Business Owners
  • Widows and Divorcees
  • Baby Boomers and Millennials
  • Multi-Generational Families

And others who collectively represent the DNA of the community we love!

FINANCIAL STRATEGY

What are your most important financial goals and what strategy will make them a reality?

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UPCOMING EVENTS

Register for one of our upcoming events in your area.

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PORTFOLIO RISK

How much risk will get you to your investment goals?

Free Analysis

WHO WE ARE

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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OUR COMMITMENT

Building on a Firm Foundation

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WHAT WE DO

We create strategies that are tailored to your needs and goals.

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You are Our Most Valuable Investment

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Download Our Free Ebook

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."