What We Do
Provide fee based asset managment, financial planning, retirement income planning, and retirement plan services.
Our Target Audience:
Gainesville Florida...Most of my clients are 50 and above and are approaching or at retirement. I specialize in the not-for profit market...state employees, university employees...from prison guards to PHD's at the University of Florida. Most are working class blue collar. Asset range 100K to 500k.