Financial Advisors in Bradenton & Naples FL
As financial advisors located in Bradenton & Naples FL, we specialize in financial planning and investment management.
Client Focused
We can help take some of the mystery out of preparing for your financial future.
Risk Planning
Define your personal ability to assume risk.
Process Driven
Our processes are structured and rules-based in an effort to deliver consistent, positive results.
Educational Resources
Find Your Independent Advisor
Learn more about how registered investment advisors work with their clients from an independent, industry sponsored website.
Estate Planning
Advance planning for the distribution of your estate can bring peace of mind to you and your heirs, and may save on taxes.
Insurance
Protect what’s important. We believe that purchasing appropriate insurance doesn’t demonstrate a lack of faith but rather prudent planning.
Helpful Content
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.