941-206-8500 Client Login HOW WE WORK YOUR TEAM SOLUTIONS CONTACT US FYI COVID-19 You've worked hard for your money. Now let us do the work. It's your turn to play. It’s quitting time at last, and you want to know that your investments will go as far as you will. We create personalized retirement strategies and manage your assets like we would for our own families. If you have just retired or are about to make the transition, call us – we’d like to go to work for you. CALL US & LET'S HAVE A QUICK CHAT 941-206-8500 15 minutes could change your future! Take the stress out of retirement planning. We help you navigate from work to play. Money is probably your first concern when you think about retiring. Can I afford it now? How do I make sure I don't run out of money? Will I be able to leave something for the kids? We've got decades of experience in both up and down markets - we'll answer your money questions. HOW WE WORK The way we do business We want to help you transition to life after work by easing financial worry. We tailor and manage individual retirement plans that serve one purpose: making your money go further. We're ordinary people with extraordinary experience - a combined 50+ years in the industry, right here in Charlotte County, FL. We take great pride that entire families have turned to us, one generation after the next. LET'S TALK Are You Emotionally Prepared for Retirement? In the years preceding retirement, you may anticipate stopping work as a happy occasion, a positive change. However, some people may find themselves experiencing a range of negative emotions. How do you prepare yourself emotionally for your transition from a busy career to a fulfilling retirement? READ MORE Retirement Questions that Have Nothing to Do with Money Retirement planning isn't just about your financial affairs. Other factors that are harder to quantify impact your overall happiness and are just as important as money when you think about your life after work. READ MORE Bicycle Culture in Punta Gorda Punta Gorda is brimming with bikes! If you're new to the area, you’ve now doubt noticed how many cyclists there are on our roads and pathways. You may have also been taken by whimsically painted bicycles leaning against fences or parked in front of stores. They're often adorned with baskets full of flowers. READ MORE PROUD MEMBERS OF Kings Crossing Office Park 1502 Kings Highway, Suite 300 Port Charlotte, Florida 33980 © Copyright 2021 Phone: 941.206.8500 Fax: 941.206.8501 Toll Free: 866.997.1318 Contact Us Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Summit and Cetera or their affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Summit and Cetera or their affiliates. Privacy Policy Business Continuity Important Disclosures Please Note: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information or programs made available through outside websites. This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com FINRA's BrokerCheck. Obtain more information about our firm and its financial professionals. c