Our Firm

The value you gain from a CERTIFIED FINANCIAL PLANNER™ practitioner depends not only on making good investments, but on the plan you jointly design and execute behind those investments to achieve your financial goals...a plan that keeps working for you in all market and economic conditions.

What are your financial goals and dreams?  Do you have a financial consultant today with whom you can roll up your sleeves and put together a plan to make your dreams happen? We believe we can be that resource for you for several reasons:

Our CERTIFIED FINANCIAL PLANNER™ practitioners with over 200 years of combined experience can offer you expert advice in all areas of financial, investment, retirement, tax and estate planning and risk management.  See Planning Services.
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As an independent firm not owned or controlled by a third party, we  do not deal with "in house" or proprietary products.  This structure gives our practitioners total freedom to provide financial solutions from a broad array of sources that work best for our clients.

Fee-Based Planning and asset management is offered through Certified Advisory Corp. In this capacity, our CERTIFIED FINANCIAL PLANNER™ practitioners strive to recommend investment products based purely on their merit. Because advisory clients pay fees that are based on assets under management, we do not rely on commissions or incentive-based products.  Certified Advisory Corp is an SEC registered investment advisor.
  
As a third party administrator and 401(k) recordkeeper, our Certified Benefits Corp division works with employers to design, administer and communicate a variety of employee benefit programs. That is The Certified Difference!^®  See 401(k) Services for further details.

Since our beginnings in 1976, we have grown to become one of Central Florida's largest independent financial planning firms, proudly serving three generations of our clients from parents to their children and grandchildren, lottery winners, professional athletes and many varieties of families in between.

Call Us.  We promise you'll always be greeted by a friendly receptionist during business hours. Never an answering machine!