What is your investment strategy? This is normally our first question, and frequently the client response is one of confusion, because few people have a discernible strategy. Your basic strategy should be simple enough to repeat in a few sentences and easily explained to a friend or family member. It is difficult to imagine any important endeavor in life that is undertaken without a meaningful plan; not to mention something as important as your financial future. Now is the time to take control of your investment planning and come in for an in-person meeting.

Step 1. Call or click below to e-mail us for a free consultation
Step 2. Gather your most recent statements from our first meeting
Step 3. What do I need to bring to the meeting? Click here for help
Step 4. How do I get to your office? Click the map below for directions
Step 5. We will confirm your meeting with a call from one of our financial advisors 

Office Hours: 8:30-5:00 p.m. | Monday to Friday
(850) 435-3708 Shane | (850) 470-2915 Damon | [email protected]