Sarasota, FL / Bradenton, FL

Our Services

financial planning

Our goal is to help individuals and families achieve their financial goals through comprehensive and personalized planning. Financial planning is not just about saving and investing but encompasses many areas, such as risk management, tax planning, retirement planning, estate planning, and more.

Investment planning

As both CPAs and Financial Advisors, we understand the importance of tax-efficient investment planning. We maximize investment returns and minimize taxes by utilizing tax-efficient investment vehicles, such as a combination of tax-advantaged investment accounts, and implementing tax-loss harvesting strategies. 

Retirement planning

We take a comprehensive approach to retirement planning, combining investment strategies, retirement withdrawal strategies, and portfolio risk mitigation strategies. By developing a personalized retirement plan and staying on track, we can work together to build a financially secure retirement regardless of your life stage.

Estate planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they have…

Tax planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the later. However, similar to planning that goes into living a happy and fruitful…

Insurance planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. Luckily, while you can…