Treasure Coast Financial Planning, Inc. is a financial services company based out of 3418 Ocean Drive, Vero Beach, Florida, United States.

We started Pursuit Wealth Management to bring the focus back onto servicing clients. It seemed only the elite wealthy could receive personalized services, and everyone else had to settle for generic access without individualized attention. Most of the small business owners and high-income earners were being left out and underserved. Our purpose has always been to help this group accomplish their goals in life. This differentiated focus is why we left the major banks and brokerage houses. Instead of focusing on people that are already billionaires, we dedicate our time and resources to helping our clients down the road of building their wealth and enjoying the fruits of their labor. We call this journey the personal pursuit of happiness. Visitors to this page must avoid posting reviews of their experiences with the firm or any financial professionals of the firm as such testimonials or endorsements may not reflect the experience of all clients of our firm or financial professionals.

As the CEO of Steady Returns I am responsible for leading and inspiring our team. My three most important functions include investment management, recruiting, and sales growth. We are trying to build an advisory firm to be proud of, one where employees and clients are both treated with great care.

IMS Partners, Inc. believes in providing our clients with more than just investment choices. We provide full financial planning for your retirement. Our program includes reviewing your investments, discussing your income needs, understanding your future goals, and putting together a plan designed to meet all of your expectations as well as your dreams. We also believe that the perfect estate plan, regardless how large or small the estate, is one that meets your needs while you’re alive, provides for your spouse after your demise, and passes EVERYTHING to your beneficiaries. Services Retirement planning, annuities, fixed indexed, indexed annuities, hybrid annuities, estate planning, tax planning, individual retirement plans, managed money, full service brokerage firm, portfolio management. Customers Served Retirees in all stages of retirement and those who are planning for retirement. Licenses, Certifications, Accreditations Certified Retirement Financial Advisor, Member, National Ethics Bureau, Independent Licensed Insurance Agent, Investment Advisor Representative (Florida). BIO We are a family-owned business. Julie McCarthy Decker and Paul F. McCarthy, III (brother and sister), together with their father, Paul F. McCarthy, have helped numerous people plan a long and successful retirement. We provide full financial planning for your retirement. We review your investments, discuss your income needs, understand your future goals, and put together a plan designed to meet all of your expectations as well as your dreams! We believe that the perfect estate plan, regardless how large or small, is one that meets your needs while you are alive, provides for your spouse after your death, and passes EVERYTHING to your beneficiaries!

KJ Investments helps business owners and investors secure financing when banks say no. Small balance loans up to $5 million. Loans are available nationwide. Written pre-approval given in 48-72 hours. The entire loan approval process typically takes between 30 – 45 days. Low documentation loans (stated) are available. We have small balance loan programs to fit our borrower’s needs. To obtain a quote please fill out our on-line loan request form

PW Partners, LLC is an investment management firm focused on long-term value creation for small and mid-cap companies. PW Partners objective is to maximize the potential value of its portfolio companies by positively influencing corporate policies through operations, strategy and capital allocation. PW Partners has a strong history of creating value through enhanced strategic decision making, operational excellence, capital allocation, board involvement and deep sector expertise. PW Partners accolades have been recognized and written about in Forbes Magazine, Barron's, The Wall Street Journal, The New York Times, The Los Angeles Times, The Deal and Restaurant News. In addition, PW Partners Managing Partner, Patrick Walsh, was named one of the 50 most powerful people in the food service industry by Restaurant news in 2015. In 2018, Mr. Walsh was named Entrepreneur of the Year by Ernst & Young.

We are a tax law consulting firm dedicated to reducing the tax outlays of small businesses and the owners who run them. Compared to large corporations, small businesses pay a much higher percentage of their earnings to taxes. Our goal of tax planning is to maximize “after tax” income. On average we save our clients 15k-90k yearly. Stop Leaving Uncle Sam a TIP!!!! It's not what you make, it's how much you can KEEP that counts!!!

LMK Advisors is a sophisticated, independent wealth management team providing investment advice and portfolio management to high net worth individuals across the country. With over 50 collective years of experience in the financial services industry, our team members are united in similar values and operate under the same mission; to bring intelligence, integrity and truly individualized value-added investment management advice to affluent investors through our unique Market Cycle Investment Management process. LMK Advisors is committed to helping business executives, families and individuals create tailored solutions for their retirement assets. We invite you to take a look at the materials and resources available on our website. Please visit www.lmkwealth.com. Securities are offered through Mid Atlantic Capital Corporation (”MACC”) a registered Broker Dealer, Member FINRA/SIPC. Financial advice is offered through Mid Atlantic Financial Management, Inc. dba LMK Advisors (”MAFM/LMKA"), a SEC registered Investment Adviser. LMK Wealth Management is not a subsidiary or control affiliate of MACC or MAFM/LMKA. Neither MACC or MAFM/LMK Advisors provide tax or legal advice. Posted comments may not be those of MACC or MAFM/LMK Advisors. Posted comments may not be representative of the experience of clients and do not indicate future performance or success. MAFM/LMK Advisors do not solicit investment advisory endorsements via wall comments or the “like” function.

Manage a multi-functional role to spearhead both Human Resources and the home office operations. Oversee recruiting/hiring, onboarding, benefits, payroll, talent management, performance reviews, training/professional development, and compliance. Work with global HR teams to implement all global HR policies/procedures and projects. Interact with CEO, COO, CTO, and others. ► Promoted in 2017 to manage HR in an organization doubling in size due to a global merger. ► Created an HR Manual to be used globally by managers and supervisors. ► Enhanced Employee Handbook with processes/policies to ensure global standardization. ► Introduced and implemented KPIs and scorecards to measure progress. ► Collaborated with Global HR Team on identifying values which embody company ethics. ► Chosen as a member of the Executive Committee which included Trade Support Managers, Risk Trading, IT, and CEO.