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Financial Planning to Grow, Protect and Transfer Wealth for Affluent Clients in Puerto Rico.

For more than 40 years, our mission is to empower our clients to achieve their financial goals through personalized and comprehensive planning. We strive to provide objective and transparent advice, always acting in our client's best interests. By building long-term relationships based on trust and integrity, we aim to help our clients navigate life's financial challenges with confidence and peace of mind.

"Experience the difference of a boutique approach to financial planning".

We look forward to working with you through all stages of your life.

Schedule a Complimentary Meeting

Retirement Plan Services

TPA & 3(16) Fiduciary

TPA & 3(16) Fiduciary

As 3(16) Fiduciaries our philosophy is a product agnostic approach tailored to the plan sponsor needs on a fiduciary capacity.

3(21) & 3(38) Fiduciary

3(21) & 3(38) Fiduciary

Years of experience have prepared us to guide you through your life transitions.

Plan Design & Consulting

Plan Design & Consulting

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Investment Monitoring and Analysis

Investment Monitoring and Analysis

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Wealth Management

Investment Management

Investment Management

We create strategies that are tailored to your needs and goals.

Retirement Planning

Retirement Planning

Years of experience have prepared us to guide you through your life transitions.

Financial Planning

Financial Planning

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Risk Management

Risk Management

We create strategies that are tailored to your needs and goals.

Estate Planning

Estate Planning

Years of experience have prepared us to guide you through your life transitions.

Tax Planning

Tax Planning

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Helpful Content

How to Conquer the World - 5 Financial Strategies for Savvy

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Why Regular Rebalancing Makes Sense

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.

 

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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