A couple financial planning
In advance of our meeting...

Let's make sure we're focused on what matters to you

To ensure our time together is focused on exactly the right things, your answers to a few questions are important. This will take no more than two minutes, I promise.

For those with a spouse or partner, we’d welcome input from you both, even if you are not attending the meeting together.

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Due to the inclement weather anticipated in our area from Hurricane Milton our home office in Altamonte Springs is closed Wednesday - Friday, October 9th-11th.  During this time, clients may access their accounts by contacting the custodian directly or other such third parties as they receive statements from as well.  Please check back for updates