Our independence allows us to provide comprehensive services to all individuals and businesses for their specific Financial Planning needs.
We specialize in Employee Benefit Planning, In-Depth Financial Planning & Exit Strategies. We provide the services you need to accomplish your financial goals with cutting-edge strategies & technology while streamlining your approach to Employee Benefits, Planning and Exiting a business successfully.
Our 401K Plan and Group Health Plan help Association attract and retain members.
Our online Branded Company Portal offers a full suite of employee benefit services.
Our HR & Onboarding Portal provides companies the edge as employers.
College Planning, Financial Planning & Estate Planning offer the best roadmap to reach all of your financial goals.
From start-up through growth and into succession planning the need for professionals makes a difference.
We assist with an in-depth evaluation of Life Insurance, Disability Insurance & Long-Term Care Insurance specific to your situation.
Our services become the solutions you need to achieve the peace of mind as a business owner or individual. Contact us for your free consultation.
6627 Overland Drive,
Delray Beach, FL 33484
+1 (561) 658-1078
Strategies that help business owners, employees and individuals achieve their goals, find peace of mind, and offer freedom to pursue hopes, dreams and happiness.
Securities through International Assets Advisory, LLC Member FINRA/SPIC Investment Advisory Services offered through International Assets Investment Management, LLC. International Assets Advisory, LLC and International Assets Investment Management, LLC are affiliated companies. Disclosure: https://www.iaac.com/disclosures/form-crs/