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We Are Here To Help

We are very focused on client service and helping you build, follow and track a disciplined and effective wealth building plan.

We work to help clients stay on the leading edge of their planning needs – thereby allowing them to spend their time doing what they want to do.

There can be a vast difference between trendy innovation and productive, on-going and well thought out conclusions.

Our interest is based on serving – not selling. We set out to do something different.

We think you’ll agree we can accomplish the same for you and yours.

Allow us to introduce you to What’s Next.


Phone (855) 955-1982

Email [email protected]

Monday – Friday 9am – 5pm

Saturday Closed

Sunday Closed



5391 Lakewood Ranch Blvd.
Suite 303
Sarasota, FL 34240


980 N. Michigan Avenue
14th Floor
Chicago, IL 60611

Toll-Free: (855)-955-1982