Life is full of priorities


Whether it’s securing a comfortable retirement, paying for a child’s education, or purchasing a second home, we all have competing short- and long-term goals that require a personalized plan to be successful. With sound planning, we can all get a little more out of life – spending more time focused on what’s important to us and less time being concerned about finances.

With our innovative and collaborative planning tools, I can help you create a realistic plan designed to pursue your specific goals. Once we have a baseline plan, we’ll thoroughly test the plan and gauge the probability it will be successful, discuss priorities and look at tradeoffs that can be made to attempt to improve your odds.

To learn firsthand how we can help you design a personalized plan to see your financial goals, I invite you to watch this brief instructional video below. After you’ve watched the video, print out and complete our Retirement Readiness Checklist. This will give us your starting point to begin our planning conversation.

Set them up for professional – and personal – success. 

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Business Ownership
This personalized approach offers increased flexibility for sophisticated investors.
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Markets & Investing
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
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Markets & Investing
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
From withdrawals to conversions, taxes in retirement can be a balancing act.
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Retirement & Longevity
Consider the benefits of an uncomplicated, tax-savvy way to give back.
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Business Ownership
Learn about using 529 plans for more than just college savings.
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Family & Lifestyle
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Time in the market is far more powerful than trying to time it.
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Markets & Investing
As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
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Business Ownership

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Orlando Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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