Founded by identical twin brothers Thomas & Robert Fross and collectively serving over $700 million in brokerage and advisory assets through LPL Financial*, our firm is well known in The Villages community.
Conveniently located at downtown Sumter Landing with a second location in downtown Brownwood, we work almost exclusively with high net-worth retirees living in The Villages.
Our advisors specialize in customizing asset management and investment strategies to help retirees navigate a complicated and ever changing investment landscape.
*As of September 19, 2022
Phase 1: We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.
Phase II: The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.
Phase III: The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.
Phase IV: We monitor our client's accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client's circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.
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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