President

I can assist you in buying any types of stocks, bonds, mutual funds, options or other investment products you may need through my broker dealer TradePMR.

What We Do
  • Finacial Planner
  • Finacial Planners
  • Finacial Planneing
  • Finacial Planner Florida
  • Finacial Planner Orlando

Financial Services

1) Investment Planning

  • As part of a comprehensive financial plan
  • One time adjustment to an existing portfolio

2) Portfolio Management

  • Constant rebalancing of your portfolio to verify your portfolio conforms to your goals
  • Diversification
  • Optional Tactical defense strategies to protect your portfolio in a down market
  • Tax maximization
  • Live, real time reporting (optional monthly or quarterly paper reports)

3) Insurance needs analysis, bidding, and purchasing

4) Estate Planning

Estate planning is essential for any person who wants to make sure that their family and loved ones are well provided for, in the event of their passing. Read More

5) Fiduciary Services for Funds and Trusts

6) Business Succession Planning

7) Qualified Plan Specialist

 

In Partnership With

Charles Schwab Money Guide Pro Asset Dedication

Your assets will be maintained by an unaffiliated, qualified custodian, such as a bank, broker/dealer, mutual fund companies or transfer agent. Your assets are not held by our advisory firm or any associate of our firm.

Greg Gustin

Greg GustinPresident, MBA, RICP®