Voted Best of Winter Park — Financial Planning
Experience matters!
30 years of proven data-backed Financial Strategies tailored to over 1,000 families!
Insurance
We look forward to helping you and your loved ones explore their financial goals.
Step 1 — Establish Personal and Family Goals!
Initial Consultation to establish financial and personal goals
Step 2 — Full Financial Analysis!
Evaluate your financial well-being with a thorough analysis of assets, liabilities, income, taxes, investments, and insurance
Step 3 — Implement Personalized Financial Plan!
Identify and address areas of concern by developing and implementing a financial plan that emphasizes strengths while reducing weaknesses.
Step 4 — REVIEW and Adjust Financial Plan
Review plan on a regular basis to accommodate changing personal circumstances and financial goals.
Step 5: Monitor and Continually Adjust
We’ll monitor your investments for you and will periodically meet with you to review your investment performance and address any tax, estate planning, or life & survivorship needs you may have.
Managing Partners
Frank Lovaglio, RFC®
Managing Partner/Financial Advisor
David Allen, CFP®
Managing Partner/Financial Advisor
Michael Allen, CFP®
Managing Partner/Financial Advisor
Keith Moore
Chief Operations Officer/Partner