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Speak with our team directly during business hours (ET).
813-474-9885Send a note—briefly share your goals or the help you need.
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Frequently Asked
Do you work with clients outside Florida?
Yes. We meet virtually with families and business owners across the U.S., and in-person by appointment in Tampa.
What should I bring to the first meeting?
It's helpful to have recent statements (investment, retirement, and insurance accounts), 2-years of tax return if available, and a short list of priorities or questions.
Are you a fiduciary?
Yes. When providing advisory services, I act as a fiduciary and I'm obligated to put the clients’ interests first, consistent with regulatory requirements and firm policies.
Do you have an account minimum?
I do not have account minimums for planning engagements. It is important to understand that many advantanced investment strategies do require larger account balances though. We understand that everyone's situation is unique and we try to tailor strategies to meet those unique needs.
How are you compensated?
For advisory accounts we charge a 1% asset-based, annual fee or a flat planning fee in some situations. Brokerage and insurance solutions typically pay commissions.
Who holds my investments?
Assets are custodied with independent firms such as Charles Schwab, Fidelity, or Pershing LLC. We never take custody of client funds.
Next Steps?
Create your first goal and we’ll review it together.
Start Your Plan