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Uncommon Financial Wisdom
FOR AN APPOINTMENT CALL 352-483-7060Personal Investments
Let us help you LIVE YOUR BEST LIFE with a holistic approach to planning.
OUR APPROACH TO YOUR
PERSONALIZED PLAN
We use a client-centric process focused on pursuing specific milestones we create together. Our comprehensive process is designed to help identify your needs, implement your strategy, and monitor it to help you stay on course.
We use a client-centric process focused on pursuing specific milestones we create together. Our comprehensive process is designed to help identify your needs, implement your strategy, and monitor it to help you stay on course.
DISCOVERY
We begin by talking about the things that are most important to you— family, hobbies, community, work life, etc. We’ll ask a lot of questions about what you’re feeling, thinking, worried about, and hoping for. We’ll examine your experiences with money and what you’ve accomplished so far. All of this helps us gain a deep understanding of your financial situation and your goals.
We begin by talking about the things that are most important to you— family, hobbies, community, work life, etc. We’ll ask a lot of questions about what you’re feeling, thinking, worried about, and hoping for. We’ll examine your experiences with money and what you’ve accomplished so far. All of this helps us gain a deep understanding of your financial situation and your goals.
PLANNING
Based on what we learn, we’ll assess your unique situation, gauge where you are now relative to your goals and priorities, and begin the process of filling in the gaps. We’ll prepare an analysis of your finances, develop customized strategies, and offer recommendations for a framework to address your future needs and desires.
Based on what we learn, we’ll assess your unique situation, gauge where you are now relative to your goals and priorities, and begin the process of filling in the gaps. We’ll prepare an analysis of your finances, develop customized strategies, and offer recommendations for a framework to address your future needs and desires.
LIFE MILESTONES
We’ll craft a plan based on your stage in life.
SOLUTIONS
One benefit of holistic planning is that it offers a comprehensive view of all areas of your financial life. We’ll offer specific solutions and help you choose the tools (stocks, bonds, mutual funds, insurance, etc.) to address each of your specific goals. We’ll help develop and implement an action plan and get started.
One benefit of holistic planning is that it offers a comprehensive view of all areas of your financial life. We’ll offer specific solutions and help you choose the tools (stocks, bonds, mutual funds, insurance, etc.) to address each of your specific goals. We’ll help develop and implement an action plan and get started.
MONITORING
When you make plans, life often gets
in the way. That’s why it’s important
to monitor your plan and incorporate
tracking to ensure it remains on target.
We’ll help you plan for the unexpected,
anticipate change, and adjust your plans
over time, if necessary.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.