Independent
Our recommendations are unbiased and unrestricted. As fiduciaries we are obligated to put the needs of our clients first. Our role is to consult and collaborate with you to develop holistic financial plans that address your personal needs and circumstances.
Comprehensive
You require a wide range of financial services. We make it easy for you to meet your needs by providing experts across financial disciplines along with accounting, tax and advisory services from our affiliate, HBK CPAs & Consultants, a Top 100 CPA firm.
Personal
While we employ innovative and sophisticated financial technology, there’s nothing robotic about how we work with you. We start by thoroughly understanding your financial needs and develop a customized financial plan. We then remain involved throughout our relationship to serve you as your life and goals change.
2023 Year-End Tax Planning Update
Business Owners
We are coming to the end of another year filled with rising interest rates and continued market volatility, with little action from Congress to fix or extend tax provisions that could...
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Private Markets: Why Isn’t Everyone Invested?
Financial Planning
Private equity, illiquidity, hedge fund, venture capital: terms that to some translate as risky, to others are incomprehensible, and to others the sound of opportunities worth salivating over.
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Is Gen X Ready for Retirement?
Estate Planning
Born between 1965 through 1980, Generation X, often overshadowed by the larger cohorts of Baby Boomers and Millennials, finds itself at the precipice of retirement.
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Understanding the Rising Costs of Homeowners Insurance in Florida
Insurance
Homeowners in Florida have been facing a significant financial burden as the cost of homeowners insurance continues to skyrocket.
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Protect Yourself from Phishing Scams: How to Spot and Avoid Fraudsters Impersonating Financial Institutions
Cybersecurity
Phishing scams are a prevalent and persistent threat in today's digital world. According to the Anti-Phishing Working Group (APWG), 2022 was a record year for phishing with more than 4.7 million...
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The U.S. Economy Has Enjoyed a Soft Landing So Far, but a Recession is Still Probable in 2024
Market Commentary
For much of this year, the U.S. Federal Reserve’s rate hikes have caused economic growth to slow just enough for inflation to fall substantially from its peak while the employment situation...
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