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In Financial Planning, there is more than just investments. Let us provide added confidence to your financial future!


Our Firm

Our Firm

We are a comprehensive Financial Services Firm in Southwest Florida

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CPA - CFA<b>&#174;</b>&#160;- CFP<b>&#174;</b>

CPA - CFA® - CFP®

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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


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