Your Financial Freedom
Expertly Planned
We create personalized strategies intended to help you achieve peace of mind and the retirement you've earned.
Tailored for Your Life Stage
We specialize in helping these specific client groups pursue their unique financial goals through dedicated expertise.
Business Owners
Strategic tax planning and succession strategies to help you maximize the value of your hard work.
- Tax Optimization
- Succession Planning
Pre-Retirees & Retirees
Income strategies designed to maintain your lifestyle and preserve your legacy for future generations.
- Social Security Optimization
- Wealth Preservation
Florida Retirement System
Navigating the complexities of FRS benefits, DROP programs, and investment plan options.
- DROP Optimization
- Pension vs. Investment
Comprehensive Wealth Solutions
A full spectrum of planning services designed to build confidence in your future.
Retirement Planning
Custom strategies to maximize your retirement income and ensure your money lasts throughout your lifetime.
Financial Planning
The foundation for wealth management decisions, providing clarity and direction.
Investment Planning
Strategic portfolio construction aligned with your risk tolerance and time horizon.
Tax Strategies
Proactive planning to help minimize your tax burden and keep more of what you earned.
Insurance Planning
Essential protection integrated with your investment portfolio.
How We Work With You
Discovery Meeting
Understanding your financial situation, goals, and concerns in depth.
Customized Plan
Developing a comprehensive plan tailored to your specific needs.
Implementation
Putting your financial strategy into action with clear guidance.
Ongoing Review
Continuously monitoring and adjusting as your life evolves.
Our Leadership Team
Experienced, credentialed professionals committed to your financial success as fiduciaries.
Lenny Tomson CPA, CFP®
Co-Founder & CEO
Mario Basilone
Co-Founder & President
Domenick Mancini RICP®
Co-Founder & Advisor
Helpful Resources
Protect Yourself from Financial Scams
FRS Pension vs Investment Plan
5 Questions to Ask A Financial Planner
Ready to Secure Your Financial Future?
Request a complimentary, no-obligation consultation with one of our financial advisors to discuss your unique situation.