LPL Financial / Financial Advisor in Fort Lauderdale, Florida

We are a full-service financial planning firm. We do not pursue one investment strategy; we build and monitor one to fit your unique circumstances. We incorporate a comprehnsive approach to our planning covering all aspects of the needs analysis process, i.e. wealth preservation, estate planning, risk management, investments, budgeting, tax, and retirement planning. One of the most important facts for you to know is that we are independent planners, so we have no outside interests or proprietary products we are forced to market. Our focus is on you, our client. We work in partnership with additional attorneys, CPA's, trust accountants, pension administrators, CFP's®, and other financial professionals as needed to provide a complete range of financial services as needed.

One of the key items in effective financial planning is to know what you do not need. Many advisors attempt to sell or market everything they are able. This is not a good practice. We provide comprehensive analysis of your financial situation and recommend solutions based on only what you need, not a standard collection of products. We are primarily fee based and do not market proprietary products. We welcome any inquiry.

Specialties

401K Consulting 401k Rollover 403B Plans Advisory And Investment Management Annuities & Life Insurance Asset Protection Business Planning Certified Financial Planner CFP CFP ® Charitable Planning College Planning Comprehensive Financial Planning Corporate Bonds Debt Management Disability Income & Long Term Care Insurance Divorce Planning Estate Planning ETFs Family Financial Planning Fee Only Fiduciary Financial Planning Financial Planning Advice And Services Income Tax Planning Independent Investment Advisor International Financial Planning Investment Consulting Investment Management Investment Policy Statements Investment Services IRA Legacy Planning Middle Income Mutual Funds Passive Investment Strategies Pension Plan Design & Management Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Socially Responsible Investments Special Needs Planning Stocks Sustainability Synergistic Portfolio Planning Wealth Management Women's Issues Young Investors