When you are ready to schedule a meeting, either call my office at telephone number 352-854-6866 or toll free 800-416-6866 or visit our contact us page. Please note that there is no charge for your initial consultation.
To help me better understand your situation and how I may help you, please bring the following:
The purpose of this initial consultation is to determine if there is a mutual fit. You need to make sure that the services I provide fit your objectives, and I need to make sure these same services will benefit you.
Not every person is a great fit, as I cannot be all things to everyone.
I strive to have a manageable number of clients to whom I can provide amazing service. An ideal client for my practice is someone who understands what I do, needs my expertise and the investment resources I can provide. They also understand that I don’t work for free. Quality clients are open to new concepts and are willing to learn; courteous and friendly. I look forward to meeting with you and I appreciate the opportunity to help you reach your financial goals.
You’re not afraid to be true to yourself, and neither are we. We can take a different approach to financial planning that focuses on you as an individual.
How can you strive to preserve and manage your hard-earned wealth? How will your retirement unfold? Do you have enough to last? Through our experience and expertise, we can help you find the answers to these questions and a path toward your financial goals that’s right for you.
Our services are comprehensive and cover all phases of life, from homing in on retirement to planning for your children’s education. Whatever the milestone may be, we’ll be there to serve you.LEARN MORE
Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.
We will work hand-in-hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind.LEARN MORE