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Your future is created by what you do today, not tomorrow.
Customer service is not a department, it's an attitude.
If you really want to do something, you will find a way; if you don't, you'll find an excuse.
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Providing
Trust, Commitment & Experience

Providing
Trust, Commitment & Experience

Providing Trust, Commitment & Experience

Through our Collection of unique stories & savvy
knowledge we have become perfectionists in our craft, serving our clients from beautiful Coral Gables Florida for the last 40 years.

Through our Collection of unique stories & savvy knowledge we have become perfectionists in our craft, serving our clients from beautiful Coral Gables Florida for the last 40 years.

UNIQUE PROCESS
You are faced with an impactful financial decision, usually accompanied with worries, doubts, and anxiety.

Who wouldn’t feel that when presented with a decision that will determine the future for you & your loved ones.

There are always solutions, sometimes too many & too complicated. We do the digging so you can do the living, our team filters distorted information to provide clarity during the decision making process.

WHAT WE DO
Individual Protection

Protection for Foreign-Nationals

For over 40 years, we have
specialized in meeting the financial planning needs of our …

Wealth Preservation & Tax Savings Strategies

We take a holistic approach to
sheltering your assets; …

Estate Equalizer

This is a practical strategy to fairly distribute assets amongst heirs, providing for a balanced …

Business Protection

Business Succession Planning & Exit Strategies

We help small business owners:
–    Keep a business in the family …

Buy-Sell Funding

A buy and sell agreement is a legally binding contract, which stipulates how a partner’s share of a business …

Key Person Insurance

Do you have a Key Employee who your business depends on?Replacing a key person takes …