I created a boutique firm to work with people who value service and want to work within a one-on-one relationship. Like a concierge at a hotel, you ask the questions and I provide recommendations and solutions. Financial Planning is much more than a broker selling products. Every choice you make can have consequences for tax planning, estate planning, and other areas of your financial life.
Serving our clients is truly our main focus, making them feel "comfortable and confident" in their decision to work with us. Comfortable in the relationship and Confident that you are working with a Certified Financial Planner.
Serving our clients is truly our main focus, making them feel "comfortable and confident" in their decision to work with us. Comfortable in the relationship and Confident that you are working with a Certified Financial Planner.
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Bill is a native born Floridian, born and raised in Central Florida. After graduating from the University of Florida with a degree in Finance, he started his career with SunTrust Banks. As the Private Banking field was launching, Bill became one of the first Private Wealth Client Advisors with SunTrust in Orlando.
Most financial planners are investment advisors, but not all investment advisors are financial planners. Some financial planners assess every aspect of your financial life-including saving, investments, insurance, taxes, retirement, and estate planning-and help you develop a detailed strategy or financial plan for meeting all your financial goals.
You deserve a holistic financial roadmap. Only CERTIFIED FINANCIAL PLANNER professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. With a CFP professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.
BUCKET 1: If you could obtain a 3-5% rate of return with no risk of loss, how much money would you put in this investment bucket? BUCKET 2: If you could obtain a 5-7% rate of return with lower risk investments, meaning strategies that have a 10-year maximum drawdown of less than 15%, how much would you put in this investment bucket?
Watch our two-minute whiteboard animation video. In it, we'll share some of the details of our three "stop loss" model portfolios. The goals of these portfolios are simple: to achieve full diversification across all U.S. equity sectors, help remove the emotional aspect of investing, limit downside risk and participate during market recovery.
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Josh Blum
Nov 21, 2020
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