A Solid Financial Plan 

CPA and Financial Planning Firm mission focused on helping our clients build and protect their financial fortress.

Wealth Management & Financial Planning

Wealth Management

Objective, sound advice on asset protection and tax advantaged strategies at or near retirement.  

Retirement Planning

Leading edge solutions to grow and protect your retirement nest egg and planned distributions.  

Insurance Planning

Life Insurance, Debt Free Life, Critical Illness, Long Term Care and thoughtful estate planning. 

Financial Planning

Tailored financial solutions designed to support your life goals and needs.  

Guaranteed Income Protector

Market participation with guarantees

Tax Planning

Solid tax planning to minimize legally the amount of taxes paid.  Visit our tax planning page here

Mission Focused on Helping our Clients Build and Protect their Financial Fortress.

Step Forward with Confidence… 


Address & Phone

255 S Orange Avenue
Orlando, FL 32801

‪(407) 250-1288‬