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Don't Buy The Hype Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap


The name of our company means exactly what it says.



Specialize in What?

     The Florida Bar lists 19 areas of specialty ( https://www.floridabar.org/about/section/ ). Most individual attorneys will select 2 or 3 areas which are of most interest then focus their professional efforts in those select areas. The advantage of focusing on a few areas of work is the attorney will develop a deeper understanding of the law and the nuances of practice which a generalist may not discover.

     Likewise, as a Financial Planner and Wealth Manager, we have a broad universe of types of clients with whom we could choose to work. After much consideration, we choose to work with licensed professionals. Specifically, we affirmatively chose attorneys.

     Selecting attorneys as our special interest we can also discover and develop a deeper knowledge and understanding of the issues which affect the practitioner throughout their work life. The business model for an attorney is fundamentally different from any other licensed professional. The business model of a solo/small firm is different from that of a larger firm. The compensation of an attorney on a contingency basis is different from the retainer/hourly fee model. A firm partner will have compensation and tax issues very different from the attorney shareholder. Staffing and infrastructure considerations can vary greatly by firm size and area of practice.

     The professional advisor will recognize, understand and be able to coordinate the many inter-related areas of a law practice to deliver a functioning, intentional and useful solution to the attorney as a client. This is why this firm elected to specialize to work with members of the Bar.

     The attorney approaches each case with confidence, competence and control.

     Our working approach adopts the same attributes, attitude and dedication to purpose.

     Think of us as Amicus curiae.


       WHAT DO I DO NOW?

 Make a decision not to delay another day. These decisions, actions and results affect more than just you. There is a spouse, children, parents, a business, colleagues, pets and other people who depend on you. 

 Don't worry that maybe the time is too late or even too early. Don't let the lack of current financial resources stop you. Developing financial resources is one of the purposes of a financial plan. If you don't have the knowledge, we will teach you. If you don't know what to do, we are here to help guide the way.

 The decision is up to you. Start. Begin. Take a step. Call. Send an email.

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