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P.O. Box 702
Safety Harbor, FL 34695

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(727) 647-7748

 
Acres of Diamonds Retirement Redefined Forecast

WELCOME

Our philosophy for financial freedom for you is based on the following cornerstones of my practice, which we utilize in serving every client:

First, we strive to do no harm, by instituting Asset Protection, making sure proper asset protection strategies such as insurance are in place.

Secondly, a strong emphasis is placed on Asset Growth, by initially working to understand an individual's needs and goals, then striving to grow those assets we have set aside for you to pursue greater wealth.

Finally, we make a conscious effort to devote attention from the start to Retirement Income Planning.

What You Can Explore On This Website:

Services

We create strategies tailored to your goals.

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Our Mission

Providing objective advice to put your needs first.

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About Us

We enjoy building trusted relationships that span generations.

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Helpful Content

Potential Income from an IRA

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

 

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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