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what is your number?

Do you know where everything is and what everything is worth?
Keeping tabs on all of your assets and values is a key to successful long-term planning and results. If you don't know your number, you should. If you want to know, you can.

We bring your financial life together. We can easily gather and access your current information in one place with our state-of-the-art wealth management system.


Your Wealth Management System



Up to the minute tracking of:
investments, cash flow, net worth, balances, etc.

Dynamic real-time financial planning and tracking.

Efficient and time saving: no more valuable time wasted gathering your information

Frequent flier management

The Vault: depository for financial, legal and personal files.

 

View a customized video presentation


 

 
 
Securities and advisory services offered through LPL Financial-- Member FINRA/SIPC
     
 
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20900 West Dixie Highway
Aventura, FL 33180
Phone: 305-931-3200
Fax: 305-931-9383