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Nationally Recognized Financial Advisory Firm
2016 Pacesetter IMPACT Award™ Winner
Preferred Financial Advisory Firm for Rollins College
Find Your Path to Financial Freedom
Figure out where you are, to see where you can go. We’ll work together to make sense of your financial statements and develop a risk management strategy. Then, we’ll develop a plan to get rid of consumer debt for life, so you can truly build wealth.
Plan, plan, plan.
We maximize your investments to get you on track for retirement and college tuition for your kids. We’ll even look at your mortgage and see if it makes sense to pay it off sooner than later.
Meet the Team
Client Services Manager
Ana Fernandez, CFP®
VP, Financial Planning
Kathryn Hite, CFP®
Jason Martin, CFP®, CMT
CIO & Co-Founder
Director of Operations
Paul Roldán, CFP®
CEO & Co-Founder
Client Service Associate
Associate Financial Planner
Chief Marketing Officer
AllGen Co-Founder Paul Roldán is back with the latest Money Minute segment. Due to social distance practices by theRead More
Since March 2020, the coronavirus has been at the forefront of everyone’s thoughts. Events have been canceled, businesses haveRead More