Troy Florence Email & Phone Number

One of the first questions I ask is "how do you define financial success?" I’ve learned each client defines financial success differently and I guide them from where they are now to where they want to be.My clients include business owners, retirees, corporate executives and families. They all value my ability to simplify complex strategies into an actionable plan. They also appreciate that I am open, straightforward and easy to talk with.Recent Success Include:Creating a financial plan that will help a family efficiently pass their wealth from one generation to another.Worked with a couple nearing retirement to identify risks they were overlooking and put asset protection strategies in place to help them retire with confidence.Helped a newly married couple streamline their finances and create a plan to help them pay for their children’s education.When not working with clients I enjoy the outdoors and coaching my kids' sports.

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  The University Of Georgia