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.
Schedule a Free Consult
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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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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Common Financial Pitfalls of High-Income Earners
By Christopher Price, CFP®, RICP®, ChFC® Some people might think high-income earners have it easy when it comes to saving money, but that’s not necessarily the case. Sure, with a higher income you might have the potential to save more, but, unless you’re strategizing how to save, where to save, and what to save for,…
Continue Reading Common Financial Pitfalls of High-Income Earners