1000 Corporate Drive
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.
Natalie and Hiram have been serving on the Board since 2017 to help empower individuals with developmental disABILITIES.
Women's Event at Bulla teaching on the importance of Long-term care planning.
Our Team at The Miami Marlins Game.
Our holistic approach begins with a foundation of the key areas of future planning includingfinancial position, protection, investments, tax management, retirement planning and estateplanning. Then, expands to address the additional planning dynamics that families withspecial needs face, including:
We add value to our relationship with clients not only by being professional but because we are not afraid to work with your other advisors or consultants in making sure your financial plan is best suited for your needs.
We believe in leaving things better than we found them and want to help you do the same by giving you unbiased information you can trust and depend on.
We have interesting videos for you to watch on my site.
You can review interesting calculators on my site.
You can review interesting articles on my site.