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Helping You Navigate A Path Toward Your Vision of Financial Success

Independent, fee-based financial advisors specializing in retirement and investment planning. Serving individuals, families, and small businesses in Florida, including Oviedo, Orlando, and Melbourne, as well as other locations across the United States.

Who We Are

We are independent financial advisors who focus on financial planning and investment management. We specialize in crafting personalized financial plans such as pre-retirement, retirement, and investment management services that are tailored to the things that matter to you.

Our mission is to help people find clarity and confidence in their financial lives. We believe that everyone should enjoy their wealth while they still have their health. This means helping you find sound financial strategies, so you can spend more time doing the things you're passionate about. You've worked hard to get where you are and we would be honored to be your partner along the journey of life.

What We Do

Our work is fundamentally centered on your priorities, which are situated at the crossroads of what is important to you and what you can manage. This means creating a customizable financial plan that is as unique as you are. The goal is to create a plan you can feel confident in and gives you a clear path forward to a work-optional lifestyle. Our investment management services are targeted to help identify and implement strategies that strive to support your financial plan. With your financial plan as a guide, our Invest-Sure process is designed not only to help chart a course toward your financial goals, but also to help prepare and adapt for roadblocks that may come along the way. For the inevitable twists and turns that you can't anticipate, we'll be in your corner, ready to guide you and help get back on track.

How We Do It:
The Four Step Invest-Sure Process

Step 1:

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Step 2:



Step 3:



Step 4:



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Why Trust Us

In today's world, it is more important than ever to find a financial planner you can trust. We are a group of independent fee-based financial advisors who place the needs and goals of our clients above all else. This means that our obligation is to you and not the ambitions of large financial institutions. When you work with us, we will consistently strive to give advice that comes from a place of honesty and integrity.

We use our expertise to help clients address the financial complexities of retirement planning, investment management, estate and legacy planning, and insurance planning. The initial consultation is always complimentary so that we can make sure our services address your needs.

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Who We Serve

We serve individuals, families, and small business owners, in the Oviedo, Greater Orlando area, Melbourne and Palm Bay. People who consult our practice include those who are nearing retirement, in a career transition, or people who simply want to be more proactive with their time and investments. Our clients come from a variety of backgrounds, including a number of current and former L3 Harris Corp employees, contracting engineers, JetBlue pilots, small business owners and academic professionals. Our commitment is to provide you with great service and advice that's consistent with your individual financial goals.


Ready to take your Financial Plan to the
next level?

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