401 East Las Olas Boulevard, Suite 1400, Fort Lauderdale, FL 33301
(+1) 954 372 1072
Our financial planners and advisors create value by coordinating our efforts with our clients and their professional partners to achieve the most cost effective and tax efficient financial strategies.
The planning process may include the joint efforts of our clients, their choice of charitable organizations or designated beneficiaries, estate planning attorney, trust company, investment advisors, board of directors, and certified public accountant.
We believe a financial planner is someone who uses the financial planning and advisory process to assist clients in determining how to achieve their life goals.
The advisor uses a holistic approach to view a client’s financial situation and makes investment, insurance or general financial planning recommendations that are tailored to your needs.
Our advisors are also available to work with clients on individual financial issues within the realm of your overall financial situation. This holistic approach to your financial needs is what sets our financial advisors and planners apart from other investment advisors who may have been trained to focus only on a particular area of your financial life.
We believe that your financial advisor is the best friend you may need to advise you on ways of achieving financial goals. He/she is a client-oriented professional who works in the best interest of customers. Your professional relationship with an advisor does not mean that he or she replaces other professionals such as lawyers or accountants.