MY specialty is supplementing the florida retirement system pension plan with savings and investment strategies that ADD value immediately and in the future. People never plan to fail. They simply fail to plan.
Services/Products
I conduct comprehensive financial reviews which identify the strong and weak points of a financial plan. By working with an independent agent such AS myself. The focus is on strategy rather than products. Products are only a means to accomplish a goal. NO ONE Company has ALL the answers or solutions. But utilizing an advisor that CAN collectively USE the current market conditions in your favor is priceless.