Phone: (954) 757-7100 | Fax: (954) 743-0885

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Click on any of the report categories listed below to find practical, unbiased information to help you reach your financial goals.

Life EventsLife Events
Life is full of changes, and surprises. Use these guides to help you make sound financial decisions.


Tax Strategies for Business OwnersTax Strategies for Business Owners
Find perfectly legal tax deductions that you may be missing.


Investment StrategiesInvestment Strategies
Grow your nest egg with these wealth protection and accumulation strategies.

Business StrategiesBusiness Strategies
Learn how to start, run and eventually sell a successful business.


Tax Strategies for IndividualsTax Strategies for Individuals
Learn how to lower your taxes with these legitimate tax saving strategies.


Frequently Asked QuestionsFrequently Asked Questions
Over 500 every day financial questions answered.


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5497 Wiles Road  Suite 202
Coconut Creek, FL 33073

 Phone: (954) 757-7100

Fax: (954) 743-0885


1901 South Congress Avenue, Suite 250,
Boynton Beach, Florida 33426, United States

 Phone: (954) 757-7100

Fax: (954) 743-0885