College Professional Advisors

College Professional Advisors We are experts ready to help you in all the complex areas of preparing and paying for the higher edu

Do you have a will? Is it updated?
05/16/2018

Do you have a will? Is it updated?

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Retirement may change your perception of investment risk.
05/14/2018

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

An ILIT could play a role in your estate strategy.
05/11/2018

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Where will your retirement money come from? If you're uncertain, it may be time for a strategy.
04/16/2018

Where will your retirement money come from? If you're uncertain, it may be time for a strategy.

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

If you don’t have an strategy, here’s some reasons why you should.
04/16/2018

If you don’t have an strategy, here’s some reasons why you should.

Do you have an estate strategy? You should.

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.
04/16/2018

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
04/16/2018

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Test your estate strategy knowledge with this short quiz.
04/16/2018

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

There are many factors to consider before tapping retirement money to pay for college.
04/08/2018

There are many factors to consider before tapping retirement money to pay for college.

There are three things to consider before dipping into retirement savings to pay for college.

The market is as unpredictable as the weather. We’re here to help you prepare.
04/08/2018

The market is as unpredictable as the weather. We’re here to help you prepare.

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

We’d love to hear about any changes in your current financial situation.
04/08/2018

We’d love to hear about any changes in your current financial situation.

It’s never a bad time to speak with your financial advisor about changes in your situation.

Could you find acres of diamonds in your own backyard? Watch this video.
04/08/2018

Could you find acres of diamonds in your own backyard? Watch this video.

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Address

1221 Brickell Avenue, Ste 900
Miami, FL
33131

Telephone

(305) 347-5119

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