I believe that everyone has a purpose in life. We all must manage money well so that we can live a purpose driven life. It is my passion to connect you to your dream. All financial goals may be pursued by saving, investing and managing money well. You have the dreams, we have the knowledge tools and experience to help you plan for them.
Whether your dream is to retire, pay for your children's education, leave a legacy, pay off debt, buy your first home, start a business financial wisdom is the key. I was born in Guyana, South America. I currently reside in Gainesville, Florida. My skillset includes time management, organization, teamwork, computer, call handling and Microsoft Office.
Whether your dream is to retire, pay for your children's education, leave a legacy, pay off debt, buy your first home, start a business financial wisdom is the key. I was born in Guyana, South America. I currently reside in Gainesville, Florida. My skillset includes time management, organization, teamwork, computer, call handling and Microsoft Office.
Services
Our mission is to help you create and maintain wealth that will not only last your lifetime, but also generations to come. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
In today's world, the advice of a trusted professional is more valuable than ever. That's why independent advice from an advisor who takes the time to understand your personal dreams and goals is essential. Sophie Lancaster's affiliations and partners give her access to innovative investment strategies and resources to help her create customized plans to pursue the individual needs of her client.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
