Founded by the Fross Brothers nearly two decades ago, our firm is conveniently located in downtown Lake Sumter Landing and the Brownwood Paddock Square in The Villages, Florida, collectively serving over $800 million in brokerage and advisory assets through LPL Financial*.
Our financial planning approach caters to both pre and post retirees, ensuring a seamless transition into retirement and financial security throughout their golden years. We specialize in customizing asset management and investment strategies to help retirees navigate a complicated and ever-changing investment landscape.
*As of July 27, 2023
Phase I: Our journey together begins with an initial meeting, where we take the time to understand your unique needs and aspirations for you lifetime financial goals. During this phase, we establish a mutual understanding and foundation.
Phase II: In this phase, our primary goal is to craft a tailored, long-term investment blueprint specifically designed for you, meticulously outlining the recommended strategy to align with your individual goals.
Phase III: Making your investment strategy a reality is our primary aim during this phase. Through transparent and ongoing communication and the expertise of our dedicated team, we aim to make the process smooth and effortless for you.
Phase IV: We maintain a watchful eye on your portfolio to ensure it aligns with your goals and objectives. If we identify changes in your circumstances or shifts in the global markets that call for a different approach, we promptly adapt to keep you on the path to success.
When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals - individuals with vast experience in addressing your particular concerns. We are financial coaches, helping our clients manage the long-term decisions that ultimately determine the wealth, which they and their families accumulate.
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