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After 16 years as a High Net Worth Private Banker I opened my firm in 2011 to create an unbiased and client-centered wealth management firm. As an independent advisor I can now solely focus on helping clients define and pursue their unique goals. Read More
Balanced Money | Balanced Life
I moved to Florida in 2000 at a time when Terri Schiavo’s case was gaining national exposure. If you don’t know this story you can review it by the link above. You will learn how important it is to take control of your end of life decisions.
Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Tip: Trust & Will. One key difference between a will and a living trust is when they take effect.