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office: (321) 242-8200

Investment Management Professionals

Providing Unbiased Advice and Exceptional Customer Service

Providing Unbiased Advice and Exceptional Customer Service

        COVID-19 Impact on Retirement Accounts  You can suspend your 2020 RMD.  Call or email us for more information.

CORONAVIRUS Aid, Relief, and Economic Security Act- CARES ACT 

CORONAVIRUS Aid, Relief, and Economic Security Act- CARES ACT 

On March 27, 2020 the president signed the Coronavirus Aid, Relief and Economic Security Act (CARES Act), the third COVID -19 relief bill, into law.  The more than $2 trillion package seeks to address financial pressures facing individuals, businesses, and state and local governments due to the pandemic.  The law will also provide emergency funding for  hospitals, testing and vaccine development.

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Paycheck Protection Program

Paycheck Protection Program

Information for small businesses that are considering applying for a loan through the Paycheck Protection Program.   Congress provided up to $349 billion for the Small Business Administration Paycheck Protection Program.  The program is authorized to make loans, which are eligible to be forgiven, to small businesses to pay their employees during the COVID-19 crisis.  

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What We Do

Let's Get Started

Let's Get Started

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Investment Management

Investment Management

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Retirement Planning

Retirement Planning

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Wealth Management

Wealth Management

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Divorce Planning

Divorce Planning

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Divorce Assistance

Divorce Assistance

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<p>Budgeting After a Divorce</p>

Budgeting After a Divorce

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<p>A House Divided</p>

A House Divided

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