157 Fairview Avenue
Helping Create Peace of Mind, Happiness and Financial Security...
...On Your Own Terms.
It doesn't have to be. With over 20 years of experience in Retirement Planning let us be your guide and walk with you, step by step along the way.
If you're in the Florida Retirement System, you cannot afford to miss this.
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There is no such thing as a perfect investment. Every circumstance is unique. Let's explore and make sure your investments are complimenting your goals.
With over 20 years of experience in Financial and Retirement Planning, Scott has dedicated his career, to helping those, in the Florida Retirement System, be more prepared for a rewarding transition into Retirement.
As financial planners, we too have goals. Ours is to turn our home on Fairview Avenue, we've named "Savannah Court" after our daughter, Savannah, into a Financial Planning and Investment Advisory office with a major footprint, right in the heart of Downtown Daytona Beach. As we continue to grow, we will be building a team of advisors to serve the needs of our clients and create a unique and nostalgic bed and breakfast feeling when you visit.
We want you to feel like you are not only a client, but truly our GUEST.