Building Relationships. Access to Professional Advice.

 

 

Our Clients

Young Professionals

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You’ve completed a professional degree. You’re working long hours now, but still have student loan debt. Do you pay off the debt first, or start savings? What do you need to do to purchase your first home? What insurance should you have?

Those Planning Retirement

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The nest is empty now. Soon you can draw social security. Should you take it now or wait? Are your retirement savings enough? Will you outlive your money? What if an illness wipes you out? Should you move to a smaller place? Are you caring for your elderly parents?

International Investors

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You were born and raised outside the U.S. You love your home, but it has become politically unstable. You feel at home in Miami. Should you purchase a condo? How do you protect your hard-earned assets? Can you move your investment accounts to the U.S. while minimizing taxes?

Subject Test

Nobody wants to plan for a disability. In our experience,

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Great Idea! Now What?

The following is a guest blog post by Jason A.

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Planificación financiera y la protección de activos: Parte III

The following is a guest blog post en español by

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Planificación financiera y la protección de activos: Parte II

The following is a guest blog post en español by

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