Our mission is to assist you in establishing, reviewing and ultimately achieving your financial and life planning goals. Since the only constant in life is change, we work closely with you to seize the opportunities that change provides and to navigate through periods that provide unique challenges. We work with you to create the plans needed to address: wealth accumulation, wealth preservation, retirement, income and estate tax planning, educational funding, budgeting and risk management.
Lydia J. Kolbas is a Certified Financial PlannerTM and Wealth Coach. She has over 25 years experience working with clients to achieve their personal and professional goals.
Lydia has been quoted on a number of occasions in USA Today. She has also written and appeared in numerous articles covering financial planning processes and strategies. She has addressed many groups on topics ranging from estate, retirement and philanthropic planning to how entrepreneurs can lay the foundation to address succession planning and their future.
Lydia earned her undergraduate degree from Calumet College and her MBA from Indiana University. In addition to her professional designations as a Certified Financial Planner, Charter Life Underwriter and Chartered Financial Consultant, she holds Series 7, Series 63, Series 65, and Series 24 security licenses as well as life and health insurance licenses.
Lydia is a member of the Financial Planning Association, the Southwest Florida FPA, the Lakewood Ranch Business Alliance, the Manatee Chamber of Commerce and the Florida Cattlemen's Association. She served on the Board of the Lakewood Ranch Community Fund and is a member of the Manatee Community Foundation Founders' Circle. Lydia is also a member of the U.S. Polo Association, the Sarasota Polo Club and the Alpha Dressage Association.