top of page


Southwest Florida Financial Planners
Serving Clients Locally and Nationwide
In The News Icon.png
In The News
News organizations come to us, a trusted advisor, for our views on the economy and capital market events.
Market Minute Icon.png

The Market Minute

Watch "The Market Minute" for timely updates on the capital markets.  We connect the dots to help you become a better investor.
Blog Icon.png

LodeStar Blog

 Market commentary and actionable insights related to investment strategies, financial planning and the overall economy.
Phone: (239) 325-5110
Screen Shot 2017-11-14 at 4.51.21 PM.png
bottom of page