Do you have a question about your finances but don’t know where to go?
Call us today for your financial planning and wealth management questions. You can also feel free to call or email us. We can help you get your financial planning in order and help you reach your financial goals. We’re here to help and point you in the right direction.
Clients & Future Clients
If you have a question or comment please contact us today. Our main line is 813-321-6423 and our office hours are Monday – Friday 9am-5pm. You can also email us or fill out the “contact us” form below. We look forward to helping you reach your financial goals.
The financial planning and wealth management questions that you ask have helped to shape our website and other communications. We welcome all questions and are happy to help in any way that we can. Please take advantage of this opportunity to reach out and get to know us.
Frequently Asked Questions:
Q: I’m not sure which service is right for me?
A: We can talk over the phone or invite you to sit down with us for a complimentary consultation to find out which service is right for you.
Q: Are you fiduciaries?
A: Yes. We are held to a higher standard because we are an independent Registered Investment Advisor.
Q: Do you offer insurance?
A: Yes, we can help you get the coverage you need.
Q: What types of securities do you use?
A: We primarily work with individual stocks, exchange-traded funds and mutual funds inside your retirement plan.
Q: How much do you charge?
A: We’re very transparent with our fees. Check out this page for a list of our fees.
Q: I have money in many different places, can you help?
A: Yes, contact our office and we can help you get organized.