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Life Events
Gain advice on a wide variety of life events from changing jobs, retirement, starting or selling a business, buying or selling a house, getting married, divorce planning, loss of a spouse, settlement options, inheritance strategies, health care planning, Social Security enrollment and more. Don’t go at it alone!
Our team has gained tremendous insight and experience by helping to improve the financial lives of a number of individuals and families over many years. We look forward to passing this valuable knowledge, experience and expertise along to you. Let’s start a conversation today! Simply give us a ring at (561) 210-7887 to set up your no-obligation consultation with founder and Managing Principal Jon Ulin, CFP®.
Every investor should ask questions
Whether triggered by a life event or evolving goals, many people reach a point where they need more from their financial advisor. You may be asking yourself one of these questions:
- Is my money in the right place?
- Am I getting the attention I deserve?
- Is my advisor always objective when making recommendations?
ADVANTAGES OF WORKING WITH OUR FINANCIAL ADVISOR FIRM
Clients engage our firm because we strive to provide a personalized and comprehensive approach to working with them and their families at every step. Can your broker provide the following value propositions?
- Independent SEC Registered Investment Advisor (RIA) firm affiliate
- Recognized CERTIFIED FINANCIAL PLANNER™ professional
- Multi-custodial firm with Charles Schwab and Fidelity.
- Your money is held by an independent custodian, not the advisor firm.
- Customized guidance based on your entire financial picture
- A fee management structure that is simple to understand
- A relationship that’s responsive, attentive, and personal
- A fiduciary focus, putting your interests first
Work with a CFP® pro
