Broker Check

6303 Blue Lagoon Drive
Suite 188
Miami, FL 33126

LinkedIn

Wealth Advisors

(305) 264-9988

 

A Listing of Our Services

Following please find a list of some of our services.

  • Wealth Protection
  • Long-Term-Care Planning
  • Estate Leveraging Through Use of Insurance

Investments

  • Mutual Funds
  • Variable Annuities
  • Stocks, ETFs
  • Bonds, REITs
  • Asset Diversification
  • Private Wealth Managers
  • Asset Allocation Planning
  • Portfolio Analysis
  • Money Management Selection
  • Quarterly Reporting and Monitoring

Business Finance Planning 

  • Business Succession
  • Corporate Estate Planning
  • Compensation Planning and Design
  • Buy-Sell Plans and Funding
  • 401(k) and other qualified plans
  • Non-Qualified Plan Design and Funding

Financial Planning

  • Retirement Planning
  • College Funding
  • Qualified Plan Transition Assistance

Estate Planning

  • Wealth Protection
  • Long-Term Care Planning
  • Estate Leveraging Through Use of Insurace

Insurance

  • Life Insurance
  • Disability Income Insurance
  • Long-Term-Care Insurance
  • Annuities