JIM

We've refused to set account minimums since day one. That's because we believe everyone, regardless of their net worth, deserves to have access to someone who can help navigate their financial lives. We offer this service to all our clients, regardless of where their investment assets are... The generalized information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation and legislative change and are unique to every specific taxpayer's particular set of facts and circumstances.

Primary location: Melbourne United States