Press Release

Phone: (786) 393-6960

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  • “Do not follow where the path may lead. Go instead where there is no path and leave a trail.” ― Ralph Waldo Emerson

  • “The present is never our goal; the past and present are our means, the future alone is our goal.” -Blaise Pascal

  • “I have enough money to last me the rest of my life, unless I buy something.” ― Jackie Mason

  • “When somebody says it’s not about the money, it’s about the money.” ― H.L. Mencken

  • “Money is a great servant but a bad master.” ― Francis Bacon

  • “Whosoever desires constant success must change his conduct with the times.” –Niccolo Machiavelli (1532)

  • “You can be young without money, but you can't be old without it.” –Tennessee Williams


Investment Planning

Our portfolios are grounded in academic research utilizing the Fama/French Three Factor Model, are very low cost and broadly diversified. To achieve these ends we use the passively managed institutional funds offered by Dimensional Fund Advisors (DFA). To visit their website please go to Our portfolios are unique for every type of investor based on their risk tolerance ranging from low, medium, to high risk. We also offer advice in the following areas:

  • Bonds
  • Stock Options
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Annuities
  • Trust Accounts

Financial Planning

  • (T)ax Planning
  • (I)nvestment and Insurance Planning
  • (R)etirement Planning  
  • (E)state Planning

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