To us, relationship is more important than revenue. Our mission is to be an accessible resource . . . Assisting clients to help achieve their financial goals. We educate our clients to help them make wise decisions.

A Financial Roadmap:
Create a financial plan of attack! 

"How do I get started?"

Each individual, family, or business owner has a unique set of values, lifestyle choices, and goals. The question isn't whether you should have a financial plan. You should. The question is how well your plan serves you. Does it address debt reduction? Does it address emergency fund savings? Does it address long-term retirement savings? Are the risks your family faces appropriately insured?

Creating a personal financial plan that organizes your financial house and prioritizes your spending decisions is the beginning of a journey.  It may take some time to do it, and it may be a little stressful (after all, there is paperwork to gather, and there are issues to think through).  But:

The plan itself is pointless if you don’t implement it.

The rewards of undertaking the planning journey are manifold: one moves ahead with confidence in having made clear decisions in direction and wise choices in spending. Our mission is to stand alongside you on this journey, bringing all of our technical expertise and experience to the table for your benefit. 

Whether you're nearing retirement and asking, "Do I have enough money to live on?" or a young professional wondering, "How do I manage my student loans and plan for my future?" we are happy to meet with you to discuss your options. Contact our Coral Gables office today at (305) 444-6668 for a complimentary initial consultation.  Se habla español.*

*Products and contracts are only available in English. 


 

Helpful Content

Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.

Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

 

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

View all articles arrow

Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for College

This calculator can help you estimate how much you should be saving for college.

View all calculators arrow

Your Cash Flow Statement

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

View all videos arrow