In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Daniel Landrau

Daniel Landrau

CFP®, CRPC®, CLTC®

Complex Director

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Daniel Landrau's website

Team

Allison Meyers

Allison Meyers

Registered Client Service Associate

Qualifications

  • FINRA Series 7 & 66
  • Florida Insurance License 2-15: Life, Health & Variable Annuities
View more
Roxanne Wright

Roxanne Wright

Operations Leader