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Dream it, Plan for it, Live it.

Why us?

We strive to provide exceptional quality, outcome-oriented financial planning and investment advisory services. We work in a collaborative fashion with your other trusted advisors in seeking to ensure that nothing is overlooked. Our belief is that this holistic approach to planning gives our clients the best opportunity to achieve their financial goals.

 

About Us

Wealth management isn't one size fits all. We draw on decades of experience and specialized education to design and implement customized financial plans and investment portfolios. 

 

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to address them. By focusing on products, financial service professionals can lose sight of what truly matters, which is helping you pursue your objectives. We're product agnostic, which is to say that we have no preference with regard to the specific investments that will make up your portfolio. We work backward from what it is you're trying to accomplish. We will utilize every tool in the box to help you plan for and pursue your best life. 

 

Our Process

A strong planning process can help bring about a more financially independent future. It is critical to create a financial plan that clearly defines your goals and then brings all of your assets into alignment behind that vision. It is also prudent to assess potential threats to your objectives and mitigate those risks whenever possible. After drafting and implementing your plan, we'll review it periodically, if your goals or circumstances have changed, we'll adjust your plan accordingly. 

This is what we do.
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Our Services

We offer a full suite of financial planning services as well as portfolio review and design and risk mitigation strategies. To our business owner clients, we offer retirement plan consulting and business succession planning.

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Comprehensive Financial Planning

 

Investment Advisory Services

 

Retirement Planning

 

Legacy Planning

 

Risk Management

 

Business Succession Planning

 

Employer Sponsored Retirement Plans

 

College Funding Solutions

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Our Team

Learn more about our amazing team of professionals.

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“If you want to go fast, go alone, if you want to go far, go together”

We leverage the combined experience of our team and the resources of the largest independent broker dealer in the country to help you pursue your financial goals.*

*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 407-214-7015
Email: Scott.Nickerson@lpl.com

130 Remington Drive, Oviedo, Florida 32765

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The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Florida

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