We are a premier financial services firm that provides our clients with suitable financial strategies with dependable service, using a needs-based, consultative planning approach. Together we run an organization which consists of financial professionals and several support staff.
Our Planning Process
We use a five step process to help our clients explore and discover their financial goals and dreams. This process allows our clients to attain their goals sooner rather than later, through the implementation of their customized, tailored plans. Rather than simply recommending a combination of unrelated products, our process first considers our clients' specific financial goals and investment objectives.
We specialize in working with individuals, executives, professionals, and small business owners. Through investment services, risk management, and financial planning strategies, we can offer a broad range of options to address the needs for: Asset Accumulation, Retirement Planning, Educational Funding, Wealth Preservation, Income & Family Protection, and Business Services to name a few. Please take a look at the valuable information provided in our website and make sure to contact our office so we may discuss ways in which we can assist you.
Known as the "PRIVATE CLIENT GROUP", we are a cohesive group of financial professionals in South Florida. We offer our community the most professional financial advice and service possible. Within our team there are members that specialize in the different sectors of the financial services spectrum. In addition, our team consists of professionals - some who have obtained the designation of CERTIFIED FINANCIAL PLANNER TM, earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania, and AXA Advisors Institute, hosted by the Harvard Faculty Club at Harvard University, among other credentials.