Collaborate With a Team of Financial Professionals You Can Trust
We provide multi-generational planning and portfolio analysis and review to business owners and high-net-worth individuals in order to help define their legacy and plan the future they deserve.
An Educational Approach to Financial Planning
We are a team of hands-on financial professionals who want to simplify the process. We teach you how to easily understand your wealth in a way that provides you with basic knowledge and actionable advice. In return, this will help you paint a clearer picture of where you are today and where you want to be in the future.
Choose a Collaborative Model That Works for You
Our firm goes beyond a one-size-fits-all philosophy. We provide two different models to address your needs. Whether you are looking for a fee-based financial planner or simply a financial professional to help develop strategies for a portion of your assets, we can serve in the capacity that is appropriate for your situation.
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If you’re ready to get started, we are here to help! Schedule a consultation with us so we can discuss your questions, concerns, and goals one-on-one.
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Passing Your Family Business on to the Next Generation
By Christopher Price, CFP®, RICP®, ChFC® Family businesses are a major component of the U.S. economy, contributing to 57% of the national GDP and employing 63% of the workforce. Yet only 13% are successfully passed down to the third generation. If you are planning to pass your family business to the next generation, it is…
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VIDEO: Is a Recession Likely to Hit? How We Watch Over Your Money
By Christopher Price, CFP®, RICP®, ChFC®Our world is very uncertain these days. No one likes this level of uncertainty, and the markets dislike it even more. Many economic leaders are predicting a recession is in our near future. Watch this quick video where I discuss the various factors out of your control that could lead…
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What Florida Business Owners Need to Know About Retirement
By Christopher Price, CFP®, RICP®, ChFC® There are roughly 2.5 million small businesses in the state of Florida. (1) Small businesses are a powerhouse for job creation and keep our state’s economy booming, supporting about 50% of the state’s economy. (2) Since business owners make up a huge chunk of Florida’s population, it’s important for…
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