The Financial Quarterback

Retirement planning is about more than just managing investments. We work with a small number of clients to help them make intelligent choices about their money. We only work with individuals whom we believe we can make a significant impact to their lives. They all have their own personal goals and objectives, but they all have some commonalities which make them an ideal fit to work with us. YOU ARE A FINANCIAL DELEGATOR: You appreciate, and are willing to follow, the advice provided. By doing this, our clients are able to spend their time and energy in ways that provide purpose and significance. YOU ENJOY SIMPLICITY: Our clients seek us to provide them with a comprehensive roadmap for their retirement and the freedom, simplicity and peace of mind that comes from having all their financial assets working together under one plan. YOU SEEK THE TRUTH AND CAN HANDLE IT: Our clients desire to know the TRUTH about investments; free from rhetoric and bias. They are tired of following the traditional methods of financial planning which confuse, frustrate and are driven by products and commissions. YOU ARE EITHER RETIRED OR CLOSE TO IT: Our clients are fairly conservative investors who place high value on making sure that they have a plan and process in place that will allow them to stay retired and less emphasis on taking high risk in an effort to generate maximum return. YOU ARE SUCCESFUL, HAPPY AND LOVE YOUR FAMILY. Our clients have a life purpose that far exceeds just increasing their assets and wealth. YOU VALUE OUR WORK TOGETHER AND ARE WILLING TO PAY FOR OUR SERVICES: Our client is comfortable with our services and fee structure. Most of our clients initially thought we were expensive. They discovered we were definitely not a cost, instead a wise investment.

Address: 125 S. Swoope Avenue, Suite 109, Maitland, FL 32751, USA

Phone: +1 407 622 6669
FAX: +1 407 599 9243