• Plan For Tomorrow

    Our foundation is built on fostering a long-term and meaningful relationship with you for life.

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  • Where You Stand

    What are your current needs and are they being satisfied? 

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  • Teamwork

    We have built a team of experienced professionals to meet a broad range of financial needs.

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Tell a Friend

We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend!

Filling out the following form is a quick and easy way to let others know about our services. The mandatory fields are denoted with an asterisk (*).

Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means.


Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

Securities are offered through Registered Representatives of Vision Brokerage Services, LLC, member FINRA/SIPC.  Advisory Services offered through Alternative Investment Advisors LLC, a Registered Investment Advisor which is not affiliated with Vision Brokerage Services, LLC.  Fixed and traditional insurance products are offered through Florida Financial Strategies, which is not a subsidiary or control affiliate of Vision Brokerage Services, LLC. To review the background of this firm, got to FINRA's BrokerCheck.

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