In the past, boomers and generation Xers often held on to jobs for 10 or more years. Some professionals stayed with the same company for most of their working lives. The Great Recession changed this for many. Now, people have become more comfortable moving from job to job. Millennials are especially adept at this.
We strive to help Orlando Executives and Professionals make work optional. We use a comprehensive process to help our clients address each of their five key concerns:
Making Informed Decisions About Their Money, Mitigating Taxes, Taking Care of Heirs, Asset Preservation Strategies, Magnifying Charitable Gifts
We help our clients seek to maximize the probability of achieving everything that is most important to them.