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We are excited to announce the newest member to our team.  Sasha Gornitsky is a senior at Florida Atlantic University.  She will achieve her Bachelor of Business degree in Marketing in May 2024.  Sasha moved from New York to Boca Raton in 2014.  Her experience in dealing with high profile individuals as well as her excellent management of social media/marketing content will be a tremendous asset to our team.  Welcome to the team, Sasha!

We Work For You&#160;

We Work For You 

Our team has a collective 80 years' experience in the financial services industry. We can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies. 

Whatever your goals, we can help you put together a plan – with minimal hassle and maximum results. 

A New Approach to Planning

Our services range from financial planning to investment management. No matter what, though, our focus is always you.

Wealth Management

We create strategies that are tailored to your needs and goals. 

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Life Insurance & Annuities

Years of experience have prepared us to guide you through life's transitions.

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Tax and Accounting

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Check Out Our Video Rotator Below

Our short videos are engaging and informative and will prompt you with questions to ask your advisor.

Advisor Opportunities

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