A Florida CPA Firm            Registered Investment Advisor

In addition, we take into consideration tax planning issues that may affect you in the short and long-term planning process.  See our Tax Planning page...

We thoroughly research all recommendations, monitor your accounts closely, provide professional, educated and experienced service and meet with you to discuss your accounts on an annual or bi-annual basis or as needs arise.

Our investment management services are fee-based only so you never have to worry about hidden commission costs. You will always know what you are being charged for our services.

Asset Allocation

We measure Risk Tolerance with a range starting from very conservative to very aggressive.  

Once we establish your risk level, we then begin to put together a plan that encompasses a diverse Asset Allocation strategy based on your level of risk, age, desired retirement age, current financial condition and your long term goals.  

Asset Allocation:  In general, there are three primary asset classes:  Equities, Fixed Income, and Cash and Equivalents. We break these down into a customized combination of stocks, bonds, ETFs, mutual funds and money markets that mirror your risk level and goals.

If you would like to know more about Risks and Assets give us a call today! 1.321.723.5480