Our Service Offerings

 

WRITTEN FINANCIAL PLANS

By putting our plans in writing, we are not only giving you a road map to your financial future, but we are also holding ourselves accountable for the advice we give you.

 

BESPOKE PORTFOLIO CONSTRUCTION

As a Registered Investment Advisor, we have the ability to construct portfolios that are 100% customized to accommodate your specific needs.

 

TAX PLANNING

Careful and thoughtful consideration of your short-term and long-term goals to ensure you are tax efficient. It’s not how much you make, but what you keep that matters.

 

ESTATE PLANNING

Do something today that your Future self will thank you for. We believe that EVERYONE should have some elements of estate planning to best prepare you and your family. We will assist clients with estate planning and decision making/ design.

We’d love to talk with you.

CALL US TODAY AT (407) 599-2300 to start a conversation.  Or, If you prefer, click the “Book Now” button below to easily schedule your complimentary 90-minute initial consultation to sit down with our Founder, Danny Gay, AIF®, or Co-Founder, Josh Rose, AIF®.  We have offices in Winter Park, Sarasota, and Jacksonville (or we are happy to speak with you by phone or video conference).

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