Parent to Parent of Miami
We are a proud partner of Parent to Parent of Miami.
We provide several different workshops throughout the year to educate their families on the importance of Special Care Planning.
Wow Center Board Members
Natalie and Hiram have been serving on the Board since 2017 to help empower individuals with developmental disABILITIES.
Women's Event
Women's Event at Bulla teaching on the importance of Long-term care planning.
Marlins Game
Our Team at The Miami Marlins Game.
We Work For You.
When you think about your financial future, how do you feel?
Are you confident you have a solid plan in place?
Do you have a good handle of where your investments are and how they are invested?
Are you sure you will have enough retirement income?
What if something happens to you along the way? Is your family and/or business safe?
Financial decisions can be complicated. As financial planners, we can make it easier by helping you have an organized approach to your financial life.
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Areas of Focus:
- Families with Dependents with Special Needs who need focused attention and care to make sure their loved ones are protected
- Corporate Executives in need of a serious, personalized approach towards planning for retirement
- Entrepreneurs in need of financial advisory services to help grow their wealth and business, protect business interests and provide employee benefits
- Established business owners needing to figure out how to sell their business or transfer it to their family or future business owners
- Families, Pre-retirees and Retirees needing real, actionable financial advice during different life stages
