Whether you’re pre-DROP, post-DROP, or currently in DROP, you need answers to your most pressing retirement questions……… questions about money, family, and health.

Get a complimentary book on DROP by calling 727-567-8804

If you have investable assets of $250,000 or more, please contact us to start a conversation and receive your FREE copy of DROP: The Definitive Guide. This comprehensive book covers the most important concepts relating to DROP and fills a void in the financial press community.

Whether you’re pre-DROP, post-DROP, or currently in DROP, you need answers to your most pressing retirement questions……… questions about money, family, and health.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Whether you’re pre-DROP, post-DROP, or currently in DROP, you need answers to your most pressing retirement questions……… questions about money, family, and health.


Riches do not consist in the possession of treasures, but in the use made of them.
Napoleon Bonaparte