GETTING STARTED

If you would like to schedule an appointment, please call our office at 727.896.0848 or click contact us. Please note that there is no charge for your initial consultation.

OUR BUSINESS IS YOU AND YOUR FINANCIAL WELL-BEING

Planning and investing for your future, your family or your business doesn’t have to be complicated. Especially when you have someone you trust and who has taken the time to get to know you and your specific situation helping guide you along the way.

From determining your investment timeframe to understanding your tolerance for risk. From buying your first home to taking steps to safeguard your retirement. The right financial advisor can help you identify the questions, determine the answers and ultimately reach the solutions that are right for you.

In order to ensure we meet your needs by developing suitable and accurate recommendations, we ask for your help to determine your current situation. So, to help our first meeting move as efficiently as possible, please provide documentation or copies of the most recent statements for the following:

REVIEW WHAT YOU NEED TO OPEN AN ACCOUNT

To help ensure that your financial advisor has an accurate view of your financial situation, make certain that he or she has all your relevant information. Useful documents include

  • Banking and brokerage statements: checking, savings, money market, education savings accounts and brokerage accounts.
  • Retirement asset statements: statements for all of your retirement plans, including individual retirement plans, pensions, 401(k), 403(b), and profit-sharing plans, showing current balances and investments.
  • Debt Statements: for your mortgage or home equity loans, credit cards, auto loans, student loans, etc.
  • Other financial documents: If you have life insurance, an annuity, a trust fund, or other similar type of financial asset, include those documents as well.


The needs of my clients and their satisfaction are very important to us. That is why we make every effort to consider all factors that will affect your ability to achieve success through Financial Planning.