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Our Three-Step Process

Every action we take is based on our data-driven, 3-step process.

Assess

Data-driven analysis is the foundation for everything we do.

Plan

Individualized strategies ensure that your goals are always a priority.

Manage

Our comprehensive financial management means we're ready to address your every need.

You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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Self-Employed Retirement Plans

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Meet Our Team

Tatiana Stratigaki

Tatiana Stratigaki, CFP®

Vice President | Head of Boca Raton Office

Tracie Bailey

Tracie Bailey

Registered Client Service Manager

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

Questions? Comments?

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