
Contact Information
Winter Garden, FL
Meets Virtually:
Meets In-Person:
Accepting New Clients:
About Me
Why I Started Florida Financial Planning
After more than a decade in the financial industry, having served hundreds of individuals and families of different ages, levels of wealth, educational backgrounds, and personal lifestyles, I stepped away from the corporate world to create Florida Financial Planning (FFP). I wanted to provide a service that is centered around relationships and sound advice. No selling products, just clear advice for a sensible fee.
How I Help
At the core, I understand every family’s financial journey is unique. This is why I take the necessary time to understand what truly matters most to you.
Whether you’re preparing for retirement or building wealth, I’ll help you cut through the noise and build a strategy that actually works for you. We’ll focus on the things we can control, make smart tax moves along the way, and keep the process as simple as possible.
A Little About Me
When not serving clients I enjoy spending time with my wife, son, family, and friends. We love calling Winter Garden home! My hobbies include the gym, golf, and spending too much time enjoying college football and basketball.
Quarterly:
$1,500+
One Time Fee:
$5,000+
Hourly:
$300/hr
*Fees are subject to change. Contact this advisor for their most up to date fees.
Pre-Retirees
Retirees
High Earners ($250k - $500k)
DIY Investors
Remote Workers
Retirement
Social Security
Pre-Retirement Planning
Investments
* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.