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Member Garrett Planning Network
"We help people make personal financial decisions. We charge by the hour or the project - no products, or commissions of any kind."
We help you make the most of the only life you have by giving you:
• Confidence in achieving the goals you uniquely value,
• While avoiding undue sacrifice to your lifestyle,
• And avoiding unnecessary investment risks.
Isn't it time for a Certified Financial Planner who puts your interests first?
Book an Appointment

Our Services

We specialize in providing hourly, as-needed financial planning and advice to individuals and families, regardless of their networth, income or investable assets. As Fee-Only advisors, we work solely for our clients. Because no commissions are ever received, all potential conflicts of interest regarding compensation are removed.

We work with people from all walks of life, providing Fee-Only financial planning and advice for everyday life. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis.

Remember, you don't have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future — or seeking to protect, enjoy and pass on those you already have — Money Professionals Group can help you along the way.

Your financial objectives may include:

  • Ensure retirement income
  • Reduce the burden of taxes
  • Minimize the effects of inflation
  • Create and preserve personal wealth
  • Maximize wealth transfer
  • Establish charitable legacies
  • Reduce the risk of financially devastating events
  • Foster peace of mind through proper planning today

To help you reach these important goals, our services include:

  • Personal Financial Planning
  • Retirement Planning Strategies
  • Cash Flow Spending Plan
  • College Funding Advice
  • Stock Option Advice
  • Lump Sum Distribution Advice
  • Life and Disability Insurance Needs Analysis
  • Second Opinion on Investments or Current Financial Plan
  • Financial Seminars for Military, Church and Civic Groups
  • Corporate Employee Financial Education —
    Seminars on 401(k)s, Employee Benefits, etc.
  • Ongoing Asset Management

Our Mission

Our mission is simple: We are committed to providing independent, objective advice to people from all walks of life. Through the advantages of competent, professional planning, we seek to empower our clients to make the best financial decisions possible. As staunch consumer advocates and Fee-Only client fiduciaries, we continue to demonstrate our commitment to serving the public's best interests.

Please read Seven Steps To Building A Brighter Financial Future -- then click the Contact Us button on this site to schedule your complimentary, no-obligation Get Acquainted Meeting.

Remember, you don't have to have a fortune to start building one. Today is always the best day to get started! Why not get started today?

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Money Professionals Group (MPG) is a Registered Investment Advisor located in the state of Florida. MPG is in compliance with current registration requirements for this type of business in the state of Florida. MPG may only transact business in Florida or a state where it qualifies for an exemption or exclusion from registration requirements. Money Professional's website is limited to the dissemination of general information pertaining to investment advisory services. Accordingly, MPG does not, and will not, effect or attempt to effect transactions of securities, or the rendering of personalized investment advice for compensation over the Internet.