My Firm

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Our services extend throughout South West Florida with specialties in the Lehigh Acres, Fort Myers, Cape Coral , Naples, Bonita Springs, Alva, LaBelle, Estero, Port Charlotte, Punta Gorda and Fort Myers Beach markets. 

We provide advice and services to individuals that want to invest in real estate, as in land, residential, commercial properties either by financing, cash, or rolling over your investment into your self-administered IRA and 1031 exchanges.  We have financial sources for the financing side of your option. Cash is always easy.  When it comes to your retirement (in most cases) you only get one chance. If you fear making a mistake on your Retirement Account it is a great investment  to have someone with years of experience help you, we have helped hundreds of individuals find financial options with their monies.  In addition to helping people with rollover planning, we can provide expert advise on appreciation of the property you now own, listing and selling your investment, or providing you with property management of your investment.

1031 Exchange, ROTH and SEP accounts are part of our everyday activity, affording our clients good advice and referrals.  It is our intent to help your investments grow and find ways to shelter your growth from high taxes.

Our goal is to help you make money on your investments

you do not have to need a retirement account to make money