Contact

Start with a conversation.

Tell us what is changing and we will tell you what it means. The first conversation is free, with no obligation.

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Two offices, one team.

Hours
Mon to Fri, 8:30am to 5:30pm
Sat, 9am to 12pm
Sun, closed
Serving
Sarasota, Lakewood Ranch, Bradenton, Osprey, Venice and Sarasota County

Meet the team

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We reply to every message, usually the same business day.

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Standards we
are held to

CERTIFIED FINANCIAL PLANNER™ certificationNAPFAFee-Only Network memberFinancial Planning AssociationInvestments and Wealth InstituteSarasota Chamber of Commerce