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It's time our community heros focus on their future.

Educators play a vital role in shaping the futures of children everywhere but often neglect their own futures outside of the classroom. Planning and investing for retirement can seem overwhelming after a day in the classroom and even more papers to grade. Don't worry, we are here to help make it simpler and effective!

For our team here in Charlotte County, teachers are near and dear to our hearts as we have local graduates on our team and family members who are long-time teachers in the community. Your retirement success is personal for us and we pride ourselves on creating lasting relationships both during your working years and after.

We believe the best foot forward is to start by understanding your benefits as an educator, paving the way toward a bright future.

Our Education First Approach

As a teacher, you know the importance of setting a solid foundation before diving into the next topic. Our three-step learning approach allows us to make sure you understand your retirement benefits to make the decisions on what's best for your future:

Step 1: Learning the Basics 

- We start with a simple 20-30 minute meeting to review your knowledge on the state and county level benefits offered to ensure you're not missing out on any of the resources available to you. Since it's quick and easy, we are flexible with our scheduling too. Whether it's before, during, or after school, we can find a time for you.

Step 2: Adding Teamwork

- Our team works with you and your family to understand your goals, objectives and situation so we can paint the best picture of what your desired retirement looks like. Understanding your whole pictures allows us to begin to pave the path of what investments are suitable.

Step 3: Implementing the Plan

- Beginning with the end in mind allows us to implement the desired strategy to put you back on track for your future after the classroom. This isn't a one-time exercise either as we will review our strategy yearly to make sure you're still on track.

Unlocking the Treasures of Financial Wellness

Does your financial life need a check-up? Grab this complimentary guide to learn how to get your finances in tip-top shape.


Our Clients

You’re shopping for the right retirement advisor. We’re selective too. We believe we are best positioned to serve people with certain needs. You're likely a great fit if you:

  • Are an Admin, Teacher or Staff here in Charlotte County for CCPS.
  • Ready to contribute into your 403(b) or alternative retirement account.
  • Prefer to delegate investment management so you can focus on your other priorities.
  • Want to reach income goals rather than try to beat the market
  • Value personalized service

    If this sounds like you, we want to get to work. So your future can be as bright as your students'.

How We Work

 Wealth management is our job, and we want to be completely transparent about how we are compensated.  

While one package isn't right for everyone, here's how it works for the majority of our educator clients.

Our initial meetings are complimentary until we get a plan in place for you unless your situation requires a higher level of retirement planning (See our retirement page.)

Once we implement the plan, we charge a low, competitive rate for managing your investments – between 0.5% and 1.5% of the total assets. That’s all. And we continue to review your strategy to ensure it stays aligned to reflect your changing circumstances.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

Think We Are a Good Fit?

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