Why choose a Fee-Only Fiduciary in Stuart, FL?

A fee-only fiduciary is legally bound to put your interests first. Unlike brokers, we do not accept commissions, ensuring our advice on retirement and investments remains objective and conflict-free.

How should NHL players manage their pensions and Florida domicile?

NHL players can maximize their wealth by optimizing pension payouts and leveraging Florida's lack of state income tax. We specialize in cross-border financial planning for professional athletes.

What is an Annuity Audit and why is it important?

An annuity audit uncovers hidden fees and restrictive clauses in variable or fixed annuities. We provide objective reviews to determine if your current product aligns with your long-term retirement goals.