Financial Management Concepts

We help retirees and pre-retirees make smart choices about money so they’re able to do “What They Want, When They Want” and experience thier own version of an Incredible Retirement.

Our ideal client is a married couple or widow(er) in their late 50’s to early 70’s with $500,000+ in savings and investments. Regardless of age, they are always “young at heart” and live their lives actively. They are passionate about family, helping others, making their community and the people around them better. They are high level professionals or mid and upper level mangers.

They have worked hard, saved well, and value professional advice. They are not major risk takers, but do understand they need more than just guaranteed income. They do not micromanage, but rather delegate so they can focus their attention on people, issues, and hobbies that are of core interest to them. Even if they are able to handle things on their own. 

They expect us to focus on managing their investment assets and to be proficient in tax and legal matters. They do not expect us to do everything financially, but rather coordinate with other professionals we introduce them to or already have relationships with.

At our meetings we talk about their lives, families, travels, and their money. They want to know that we are carefully watching over their assets and discretionarily making smart decisions so they do not have to.

Their primary financial motivation is to ensure what they worked hard for is managed with care, and that they will always have enough to live their life without concern for things financial. Their secondary financial motivation is to ensure the people they care for and organizations they support are the benefactors of what they leave on this earth – and NOT the government.

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Advisors at this Office

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This Office

1700 Town Plaza Ct Winter Springs, FL 32708-6217 Phone: (407) 647-7006 Fax: (407) 647-7675

Primary Office

1700 Town Plaza Ct Winter Springs, FL 32708-6217 Phone: (407) 647-7006 Fax: (407) 647-7675