Concierge, Fee-Only, & Fiduciary
Financial Advice in Bradenton, Florida.
Welcome
I want to make it as easy as possible for you to live your best possible life with the money you have.
- C Garrett Moore, Founder & Financial Advisor
Serving Clients In
12
States
How We can help
Meet James, Anne & Gabriella
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Young working couple with one child.
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Struggling to balance saving for their own futures, Gabriella's college expenses, and paying down their debt.
Meet Robert & Carolyn
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Enjoying their golden years.
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Concerned about what they are invested in.
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Worried about outliving their savings.
Our Services
On-Call Guidance
Unlimited Phone Support
Unlimited Text Support
Unlimited E-mail Support
Financial Dashboard & App
Investment Management
-ESG & SRI Integration
Retirement Accumulation Plan
Credit Score Guidance
College Expense Plan
Commission-Free Life Policies
Cash-Flow / Budgeting Guidance
Debt Repayment Guidance
Goal Prioritization
Price: $125 - $250 Per Month.
On-Call Guidance
Unlimited Phone Support
Unlimited Text Support
Unlimited E-mail Support
Financial Dashboard & App
Investment Management
-ESG & SRI Integration
Retirement Income Plan
Credit Score Guidance
401(k) Plan Guidance
Cash Flow / Budgeting Guidance
Commission-Free Annuities
Commission-Free Life Policies
Commission-Free Disability Policies
Commission-Free LTC Policies
Tax Return Review
Will Review
Trust Review
Charitable Giving Planning
CPA Coordination
Attorney Coordination
Price: 1% Or Less of Investment Account Value Per Year.
We offer CPA prepared individual & business tax returns for Florida residents.
Price: Starting at $250.
Our pledge to you:
We will make getting your financial life in order as easy as possible.
We always act as a fiduciary, placing your interests ahead of our own.
We will serve you, not big banks, investment or insurance companies.
You will never pay a commission or be charged a hidden fee.
Want to see if I can help?
Call: 941.544.2269
Text: 941.877.6011
