Financial Planner

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

Arbor Financial Services of Florida, Inc.-Jeffrey Small is a best-selling author, having penned Turning Financial Planning Right-Side Up, which has helped the general public master the “inside game” of investing and avoid Wall Street and media bias. He is an industry professional and has appeared on many of the nation’s top TV and radio shows on stations including CNBC, Fox News, and Fox Business. Jeff has personally strategized with thousands of local investors to create a master plan for investment that fuels their income stream allowing them to enjoy retirement. His best-selling book, Turning Financial Planning Right-Side Up, reveals exactly how Wall Street, financial planners, and the news steer investors into poor, costly decisions. It prescribes proven alternatives that place readers on a path to reach or exceed the specific yield necessary for their situation. Investment Advisory Services through Sound Income Strategies, LLC (SI), is an SEC Registered Investment Advisory Firm. Arbor Financial Services of Florida, Inc. AF and SIS are not associated entities. (AF), is a franchisee of the Retirement Income Source (RIS), RIS and SIS are associated entities http://arbor-financial.com Sheri Taylor - Marketing, Production, and Technology Coordinator Andrea Hall - Client Relationship Specialist Karolyn McDonald - Operations specialist

KENNEDY OF TITUSVILLE, INC is an investment banking company based out of 1108 S WASHINGTON AVE, Titusville, Florida, United States.

Rall Capital Management is a fee-only, independent Registered Investment Advisory firm providing comprehensive financial planning and investment management services. With an office in Rockledge, Florida, we are a family owned and operated firm striving to serve other families so they can achieve a better return on life. Founded by Bob Rall, CFP®, in 2004, we have focused from the start on building long-term relationships with our clients. We consider ourselves advocates for our clients, with every recommendation we give based on their best interests. We get to know each client’s situation in depth and provide personalized strategies that include investments, insurance needs, retirement plans, taxes, education funding, and legacy wishes. Comprehensive planning like this helps our clients see the big picture and make better decisions. And because we have taken the time to get to know them, we are able to hold them accountable and help them move steadily forward in achieving their goals.

Delta Capital Group is an investment banking firm that specializes in working with companies between $1 million and $50 million sales. We are a full service firm and have helped small companies with their debt, equity, and operational needs for over 25 years. We can provide equity, debt and mortgage financing, mezzanine financing and bridge financing for companies in need of growth capital. Delta has a large network of buyers who are active in purchasing companies for all cash or cash and equity in the new entity. We often work with companies for years in order to properly grow and position them for ultimate sale. Delta also specializes in debt restructure for companies that are over leveraged. We have reduced the debt requirements for over 400 companies and recast the debt with a different mix of loans and equity utilizing our extensive network of note buyers, equity investors, first, second, and credit line lenders.

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!

Chairvolotti Financial is headquartered in Winter Park, FL. We employ a prudent process for investment selection and performance analysis. This can be attributed to our internal process of constantly monitoring investments while keeping our clients informed as we navigate this ever changing environment. The Employee Retirement Income Security Act (ERISA) of 1974 is federal legislation that regulates the establishment and management of corporate retirement plans. ERISA requires that retirement plan sponsors adhere to rigorous guidelines. Your obligations are known as the retirement plan sponsors “fiduciary responsibilities.” Some key components to help measure the success of a retirement plan include participant outcomes and retirement readiness. This can be addressed through five key factors: Risk Management/Fiduciary Support – supporting your responsibilities as plan sponsor Cost/Fee Management – identifying reasonableness of plan fees Assist with Plan Design – utilizing selected features that seek to enhance your retirement plan Participant Education & Advice – changing participant behavior Investment Expertise – access to institutional money management As a Private Wealth Management Firm we work with individuals and their families, assisting them in establishing realistic goals and objectives for their future. The focus of our investment philosophy and strategy is a disciplined approach to rules based investing. The LPL Financial Registered Representative associated with this page may only discuss and/or transact securities business with residents of the following states: FL, GA, VA, DC, MD, NJ, IL, NY, CA, LA Securities and advisory services offered through LPL Financial, A Registered Investment Advisor - Member FINRA/SIPC

Comprehensive Wealth Management, tax planning, and tax preparation.

Evolve Advisor Group is a fee-based financial planning practice whose professionals are committed to helping people control their financial future. We work closely with our clients (both corporations and individuals) to save, lessen overall risk, and build their assets. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.org)/SIPC (www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Evans Financial Partners is not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 737-443-2582.

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!!!

Our mission is to help our clients create clarity, comfort and confidence through holistic financial planning. We strive to deliver a superior client experience while strengthening our long-term relationships through professionalism, friendliness and reliability. Securities offered through LPL Financial, Member SIPC sipc.org. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. Merit Financial Group, LLC, and Merit Financial Advisors, are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. CASL® conferred by The American College of Financial Services.