FIRST... find someone you can TRUST.

We help clients achieve their financial objectives by successfully managing investment risks and minimizing taxes & expenses.

Basic Financial Planning

Expert Investment Management

Family Office FinancialTeam

No sales agendas.    No rookie advisors.    No divided loyalties.

There is simply no reason to pay more or settle for less. 

<p>The Value Of<p>True Objectivity

The Value Of

True Objectivity

As Independent, Fee-Only Fiduciaries, our judgment is never clouded by sales incentives and our loyalties are never divided by a corporate profit agenda.

<p>The Value Of<p>True Expertise

The Value Of

True Expertise

Our FinancialTeam advisors have advanced educations, expert certifications and decades of experience in their specialized fields of expertise.

<p>Comprehensive<p>Financial Planning

Comprehensive

Financial Planning

Wholistic financial guidance from an experienced, Fee-Only Certified Financial Planner® and 24/7 access to your Personal Financial Website.

<p>Investment<p>Management

Investment

Management

Professional management of your investment portfolio with a continuous, proactive focus on minimizing unnecessary risks, taxes and expenses.

<p>Strategic<p>Tax Planning

Strategic

Tax Planning

Ongoing analysis of your tax planning  opportunities, routine collaboration with your financial advisors, and an efficiency review of your annual income tax return.

<p>Advanced Trust &<p>Estate Planning

Advanced Trust &

Estate Planning

Expert planning for the efficient transfer of your estate and continued assistance to help survivors implement your legacy objectives after you're gone.

See How We Would Approach
Your Financial Goals
 
Why Hire Us?

See what you can expect from our expert Private Wealth Management services.

 
How Risky Is Your Portfolio?

A Nobel Prize-winning risk analysis helps engineer an investment portfolio to achieve your goals with a 95% probability range.

 
Cutting Edge Technology

See our amazing tools for organizing your finances, collaborating with your advisors and monitoring your results.

Stay connected with your

Personal Financial Website

Constantly updated values of everything you own and interactive tools to monitor cash flows and analyze progress,
plus a secured, private document vault for everything you (and your heirs) may need at a moment's notice,
available on-line, 24/7 from anywhere in the world that has an internet connection.
 
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5/19/2022
Rick Kahler: When is 'financial planning' not financial planning?

....Then I notice the incongruency because in almost every case, the ads are being run by companies that sell financial products or are owned by huge insurance companies..... Read More

blog
3/30/2022
Liz Weston: 3 Tasks for New Retirees That Will Pay Off Later

After a working lifetime of alarm clocks and meetings, you might be looking forward to a lot more unstructured time once you retire. But taking care of one more to-do list early on can set you up for a better retirement. Read More

blog
3/15/2022
CFA Society of Orlando presents the Investors First Podcast: Jason Zweig, The Wall Street Journal: Traders vs. Investors, “Conflict-Free” Advice & Investing Heroes

In this episode of Investors First Podcast Jason Zweig will compare traders vs. investors and discuss the gamification of investing, time on device, and the boredom market hypothesis. Read More

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