Skip to content

Many of our locations have returned to regular business hours.

The Cape Haze, Englewood Drive-Thru, Venice, Bowling Green, and Boca Grande locations are temporarily closed. Please check back for updates.

All locations will be closed Monday, Oct. 14, in observance of Columbus Day.

Hurricane Resources

Get Started 863-222-7005

Seminars

Learn from the experts.

We’re proud to conduct free educational seminars led by our experienced Wealth Strategists.

Seminar

Our seminars cover a wide array of topics about advanced planning and trust management. Learn how you can achieve your financial goals for yourself and your loved ones. 

There are currently no upcoming seminars. Please check back later for new dates and topics.

Upcoming Seminars

Our seminars cover a wide array of topics about advanced planning and trust management. Learn how you can achieve your financial goals for yourself and your loved ones.

Estate Planning Basics

Investment Planning Essentials

Schedule a free appointment to review your estate planning documents.

At this time, there are no group seminars, but please schedule a free, 30-minute one-on-one appointment to review your trust, will, power-of-attorney, and healthcare directives. We will help you answer these questions:
  • Are your will, trust, durable power of attorney, and health care documents up to date?
  • Does your living will and designation of healthcare surrogate accurately reflect your wishes?
  • Is your will or trust fully funded to avoid probate?
  • Will your estate plans from your home state function properly in Florida?
  • Are your assets properly titled and appropriate beneficiaries designated?

Blog

On Our Minds

Blue bar graph showing the percentage of 25–35-year-olds living with their parents by decade from 1940 throught 2022.
Chart of the Day

Chart of the Day: 25 to 35-Year-Olds

October 3, 2024

Today’s Chart of the Day from Apartment List shows the share of 25 to 35-year-olds living with their parents.

Read More
Blue bar graph illustrating the average ranking change across the top-ten performing stocks from the previous year.
Chart of the Day

Chart of the Day: Beware of Chasing Performance

October 1, 2024

Today’s Chart of the Day is from a Financial Times article called “Past Performance is a Public Enemy” and includes a chart provided by Schroders.

Read More
Map of the US divided by county. Counties in dark green show tremendous growth
Chart of the Day

Chart of the Day: Fastest Growing Counties in the US

September 27, 2024

Today’s Chart of the Day is from @Markets4mayhem on X and shows the fastest growing counties in the United States from 2020-2023, which equates 7.5%+...

Read More

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.