Independent Wealth Planning and Guidance

  We help families meet their retirement goals through the proper management of their financial resources.

WHY FINANCIAL PLANNING MATTERS

People with a Comprehensive Financial Plan Feel More CONFIDENT about their Finances*

53%
Confidence Counter

53% of people with a comprehensive financial plan are very confident they are making the best choices about how to manage their money, savings, and investments.

26%
Confidence Counter

Only 26% of Non-Planner say they are very confident making good financial decisions.

People with a Comprehensive Financial Plan Feel More PREPARED about thier Finances*

58%

58% of people with a comprehensive financial plan score in the top quartile of the Financial Preparedness Index Scores.

72%

72% of Comprehensive Planner say they are where they should be or are ahead of the game in their savings for emergencies.

70%

70% of Comprehensive Planners are on pace in saving for retirement.                        

51%

51% of Non-Planners score in the bottom quartile on the Financial Preparedness Index Scores.

20%

Only 20% of Non-Planner have money saved for emergencies.

56%

56% of Non-Planners have nothing saved for any savings goal.

Retirement Planning

Setting a personal benchmark and path can help filter out the noise and set a better foundation from which to make smarter decisions.

Wealth Management

We're on a mission to help investors protect their wealth and stay on track to pursue their unique goals.

Broker Check
Certified Financial Planner
Manatee Chamber of Commerce

Shoreline Standard of Care

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