Independent Wealth Planning and Guidance

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


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

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.

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


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


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


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


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


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

Retirement Planning Advice

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 Services

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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