Our Firm – Strategy and Vision

We take a holistic approach to our personal financial planning service. We learn about you and your resources and goals to create an individualized strategy addressing where you are now and where you want to be. With a clear view of your specific needs, we can begin building your financial plan.

Most people rely on three primary sources for retirement income:

  • Social Security
  • Pensions or Employer-Sponsored Retirement Plans
  • Personal Savings

Our strategy for helping you attain financial independence starts with a thorough understanding of individual pieces that make up your personal financial puzzle. Based on your needs, we can create a detailed plan for you that includes the following areas:

  • retirement planning
  • your benefits from: 
    • Florida Retirement System
    • Social Security
    • Other retirement plans
  • cash flow planning
  • goal planning
  • budgeting
  • minimizing your tax liabilities
  • supplementing your pension
  • providing survivor benefits
  • developing a strategy to pass assets on to heirs
  • providing adequate college funding for your children or grandchildren
  • general and holistic financial planning

A successful plan for your long-term financial wellness is more than your investments and available cash. We will work together with your tax, estate, and insurance service providers to ensure your investment management and financial planning services are on the same path to work together cohesively.

The following are some questions you may want to consider:

  • How much retirement income do I need?
  • How much of this needed income will my pension(s) actually provide?
  • What are all the options available to me
  • What can I do to maximize my retirement income?
  • Will my spouse receive a survivor benefit if I die?
  • At what age would do I want to retire?
  • What lifestyle do you envision for your retirement years?
  • Do I understand the benefits from my employer, government, and investments?
  • Will I have enough money to adequately fund my child's education?


If you are unhappy with your answers, contact FloridaFIN. There is no obligation for a complementary consultation with one of our professional associates. 

For information click here to contact us -or- call 352-597-0520