We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
CTFA, CISP, Chief Financial Officer / Financial Consultant
Donna Tyus began her investment career in 1982. Formerly Vice President & Managing Director of Private Capital Management for First Union National Bank (FU) in Daytona Beach, FL. Prior to joining FU, Donna was a Vice President &...
AAMS, CRPS, President / Financial Consultant
Richard Schaufert was formerly Vice President and Branch Manager with Advest, Inc; a Vice President and Omega Portfolio Manager with Oppenheimer & Co.; and Vice President and Insurance Product Manager with Smith Barney Harris & Upham...