Media Coverage

Our firm and its team members have appeared on a number of different broadcast and have earned numerous awards.  This page details some of the more recent media coverage of our firm, click here.

What Sets Us Apart?

  • Integrated retirement planning, tax mitigation, legacy planning and wealth management with a focus on timely and proactive client communication.
  • Family owned and operated since 1984 with a tradition of producing superior investment results at a cost typically 25% less than other firms.
  • Central Florida’s fastest growing and most honored financial planning firm with the area’s longest running radio show.

Contact Us or Access Our Radio Show