Q : How to Switch Banks?
A: Most of the time clients can keep their commercial banking relationship as we handle the investment side of the ledger. We can easily link your investment account to your checking or savings account. That way we can send you money when you need it or add to your investment account when you have a windfall or bonus.
Q : Why should I spend money on a financial advisor?
A: Most commonly, individuals seek the help of a financial advisor for retirement planning. But they can do much more than that. You can get help with college savings, work on household finances and even get out of debt with the help of a financial advisor.
Q : Can I get help with my debts from a financial advisor?
A: Absolutely, as part of our needs analysis we look at the debit side of the ledger to make sure a plan is in place to deal with the debt burden
Q : Which type of financial and investment advisor should I choose?
A: Do you want to receive advice that’s objective and based solely on what’s best for your situation? Or do you want to receive advice that could be influenced, at least in part, by how much money the advisor will make based on the recommendations? The only way to ensure that the recommendations you receive from your advisor are totally, 100 percent unbiased is to work with a Registered Investment Advisor.
Actually, We’ll listen as you explain your needs, dreams, and fears. Then create a personalized plan that explains how we can help you reach financial goals.
We work together to implement the plan. Then, we keep you updated on where you stand and adapt to the plan as life will happen.
We are here for you whenever you need. Call us at any time. We’ll help you have peace of mind – Let your money work for you!
We provide expert financial advice to both individuals and businesses. With over 30 years of experience our portfolio manager will ensure that you're always getting the best guidance from the top people in the entire industry.
Past performance is no guarantee of future results
2525 Ponce de Leon Blvd
Coral Gables, Florida 33134