Skip to content
Menu
Home
Our Team
Our Team
Lauren Rudd
Bogie Korszen
Julia Stalnaker
Perry Korszen
Myree Ward
Kristina Doncheva Aldana
What Makes Us Different
Our Services
Our Services
Our Process
Education Planning
Estate, Charitable Giving & Trust
Financial Planning
Investment Strategies
Longevity Planning
Portfolio Management
Retirement Planning
Our Clients
Our Clients
Business Owners
Corporate Executives
Endowments & Foundations
Families & Individuals
Retirees
Streetwise Investment Commentary
Resources
Resources
WorthWhile
Contact Us
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Sabal Palm Bank Building
1950 Ringling Blvd
Unit 401
Sarasota, FL 34236-6006
T: 941.706.3449
F: 941.706.3459
Map and Directions
Map and Directions