Photo courtesy of Unsplash If you are a teacher, school nurse, administrator, or bus driver in Florida, you are likely well aware of the strain on the education system. The state is currently facing a [...]
When you envision your retirement, you likely picture relaxation, travel, and peace of mind. However, there is a common misconception among future retirees that the cost of living naturally decreases once you stop working. You might plan [...]
As a financial advisor, I've had the privilege of working with many clients from Generation X—the often-overlooked cohort born between 1965 and 1980. And I can say with certainty that this generation is facing some unique challenges [...]
Retirees aiming to reduce their taxes in retirement can benefit from strategic conversions and transfers between traditional and Roth Individual Retirement Accounts (IRAs), especially when considering the timing and financial landscape. Identifying optimal windows for Roth conversions [...]
Retirement accounts are a cornerstone of today’s retirement strategies. While everyone might recognize the terms “IRA” or “401(k),” it’s important to familiarize yourself with how they work so you can understand how they may play a role [...]
What if everything you thought you knew about financial planning was wrong? Many well-meaning people fall victim to common financial myths—some of which could cost them thousands of dollars or even their retirement security. Let’s break down [...]
In the implementation meeting, we put your plan into action. This is the time to set up accounts, finalize paperwork, and implement the strategies we’ve aligned on to meet your retirement goals.
In the strategy meeting, we take what we’ve learned and turn it into a personalized financial approach. We’ll walk you through our analysis and outline strategies designed to reflect your priorities and give you a clear path forward.
In the discovery meeting, we focus on getting to know you. We’ll discuss your goals, values, concerns, and your full financial picture. By the end of this meeting, we’ll have a clear understanding of what matters most to you, setting the foundation for everything that comes next.
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Financial Advisor
Devon has lived in the Central Florida area since 1980 and currently lives in the small town of Maitland. He enjoys travel, theater, tennis, and spending time with his large family. But one of his true passions has always been helping people.
Devon began his career in the pharmacy field working as an IV technician with Osceola Regional Medical Center. He took this desire to help and care for others with him as he later transitioned becoming a retirement insurance professional. Working with Orange County school employees he has held dozens of school-wide seminars, helping hundreds of faculty and staff with their benefits. He is committed to helping others bring their future into focus by making sure their needs will be addressed so they can pursue a comfortable and
Co-Founder
Chris has been a Florida resident for over a decade. He currently lives in Winter Park with his wife Jackie, a lifelong resident of the area. Having owned his own business for over 20 years Chris values the importance of planning for the future and protecting his family’s interests. Born and raised in a small town in Pennsylvania he finds joy in the simple things in life, like spending time with his family and friends and being in nature.
His goal when dealing with clients and their interests is to make sure they mutually find the best solution for themselves and their family’s future.
