Broker Check

Ormond Beach Office

595 W. Granada Boulevard
Suite J
Ormond Beach, FL 32174

Wealth Management & Distribution Planning

Does my current savings plan allow me to retire comfortably?

Where should my retirement savings be invested?

Do I have proper asset allocation and does it fit with my time horizon and risk tolerance?

Am I utilizing tax advantaged account registrations for tax-deferred growth?

Do I participate in annual Wealth Checkups?

Things to consider:

  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Brokerage Services
  • The 4% Rule