A financial plan can address retirement, investments, estate matters, and wealth management needs. This team serves families, retirees, and business owners in Plantation, Fort Lauderdale, Coral Springs, Weston, Cooper City, Parkland, Deerfield Beach, Pompano Beach, Davie, and Sunrise. Available services include retirement planning, investment management, estate planning, divorce financial planning, and tax and wealth management guidance. The team also welcomes people seeking a financial planner for the first time or a wealth advisor to review their current strategy.