FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Genuine Care

One of our primary goals is to develop a long-term, trusting relationship with you.

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Comprehensive Service

When it comes to service, there are things you expect, and then there are embellishments to rise above and beyond expectations.

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Broad Perspective

Real-world insights and understanding that can help you better define your financial objectives.

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Your financial well being is our #1 concern

We are committed to providing the finest, investment products and services, and identifying potential problems that could undermine your financial stability.

Because the financial markets and your needs are always changing, successful investment management must be a dynamic process. We will meet you on a regular basis to discuss your progress in the light of the current economic outlook. While developing a process customized financial program, we will walk you through a step-by-step process that will make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. WE can help you execute a sound financial program utilizing products and services tailored to fit your needs.


2621 Forest Road, Spring Hill, FL 34606

10 W. Jefferson St, Brooksville, FL 34601

6277 A1A S, Suite 101, St. Augustine, FL 32080

Phone (352) 592-9833 • melisa@taxandfinancial.us

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