555 Winderley Place, Maitland, FL, USA
When choosing an attorney, it is not simply about the attorney's knowledge of the law.
The right attorney to handle your case must know and understand how the law will impact your life and your financial interest.
Our firm understands both the legal and financial aspects. We are both a law firm and a registered financial advisory firm!
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We provide legal and financial services locally in Orlando, Sunny Isle beach, and virtually for our clients across Florida.
Estate Planning
Estate Planning involves analyzing personal and financial decisions and creating legal arrangements to carry them out. Some of the documents of estate planning are Wills, Trust, powers of attorney, insurance policies, beneficiary designation, and more.
Financial Planning
The process of taking a comprehensive look at your current financial situation, identifying your goals, and creating a specific plan to reach those goals. Financial planning addresses multiple areas such as savings, budgeting, investing, taxes, life insurance, retirement, estate planning, and more.