Broker Check

803 Shotgun Road, Sunrise, FL 33326

 
Wealth Management Financial Planning and Advice Retirement Goals Defined Think family, think multi-generational

Financial Planning

Providing individuals and families with comprehensive Wealth Management and Retirement Services.

Learn More

Business Services

Offering Risk Management services, Group and Executive Benefits and Qualified Plans.

Learn More

Educational Services

Providing Business and Organizations with Financial Education Workshops and Seminars.

Learn More

Understanding Today's Financial Environment

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports designed specifically for individual investors, corporate decision makers and professional practices. 

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind investment strategies, risk management, retirement and estate planning as well as asset management. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals. 

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. 

Helpful Content

Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Should I Invest in Gold?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Tax Reform: Before and After

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

 

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

View all articles arrow

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

View all videos arrow