Independent Financial Advisor
CurrentWith offices in Rockledge and MelbourneMy focus is providing a truly holistic approach, helping clients achieve their financial goals and successfully navigate life's twists and turns. Helping a client achieve a good return is important, but it's just one step when developing a plan. It's important that clients understand their investments and how they are structured. And producing a great return doesn't mean much if you end up paying most of it back in taxes. Protecting your family in case of death or an accident, deciding when to take Social Security, building tax-free investments to protect against rising taxes, ensuring that wills, trusts, power of attorney, etc. are current, legacy planning, and caring for ageing parents, are all important areas to address. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Financial Cornerstone Group and JWC/JWCA are unaffiliated entities.Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. All information is based on material believed to be true but not guaranteed and is subject to change. Additionally, the Advisor does not verify the content of and is not responsible for the opinions of any other users’ posts on their social media site, all opinions are those of the Advisor and do not necessarily reflect those of J.W. Cole Financial, Inc. or J.W. Cole Advisors, Inc.
