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Welcome!<BR>
Our mission is to provide practical-minded, innovative financial advice to
individuals and families, tailoring it to the needs of each for the purpose
of simplifying their financial lives.<BR>
We believe our first responsibility is to the client.<BR>
To fulfill this we strive: To view our clients as students, ourselves as
teachers.<BR>
To be financial educators to our community.<BR>
To encourage our employees to develop their skills as innovative, caring
problem solvers.<BR>
We strive to be known as a company that offers financial peace of mind. <BR>
We are located in Winter Park, Florida, at the corner of Fairbanks and S.
Orlando Ave. (SR 17-92). <BR>
Call or stop by.<BR>
Our address:<BR>
631 S Orlando Ave<BR>
(Suite 400)<BR>
Winter Park, Fl. 32789-7121<BR>
Phone:<BR>
<A href="tel:1-800-624-8961" target="_self">1-800-624-8961</A><BR>
<A href="tel:1-407-740-5113" target="_self">1-407-740-5113</A><BR>
Fax:<BR>
(407)740-5228<BR>
This web site uses Frames and is not compatible with cell phones. Since this
web site is informational and contains many links to other web sites that
are not cell phone compatible, redesigning this web site would be futile.
But perhaps as the use of smart phones increase (ie. iPhone), we will one
day redesign this web site for such.<BR>
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