We Protect What You Value Most

With more than 40 years of combined experience, we pride ourselves on being able to offer practical solutions to the often complicated world of investments, insurance, retirement and tax planning.  

As an independent and fee-based firm, we offer financial planning and investment management services to individuals, families and businesses throughout South Florida and the United States. 

We have extensive experience advising clients in the areas of retirement and pension plans, tax shelters, insurance planning, college funding, asset allocation, and business succession strategies.   

It is our goal to help our clients accumulate wealth, reduce their tax burden and improve their cash flow in order to live a more comfortable and confident life.