Planning, Protection & Management of Wealth
2450 Hollywood Boulevard -- Suite 302
Hollywood, FL 33020
Planning, Protection & Management of Wealth
2450 Hollywood Boulevard -- Suite 302
Hollywood, FL 33020
Holding the designation of
Certified Financial Planner™
since January 2000,
Robert A. O'Toole, CFP® has worked with clients in the key financial planning areas of investments, taxes, retirement, financial position with debt management and estate planning.
Probably the last thing a client who has been working hard towards financial goals wants to see is the erosion of all that hard work-- whether it be from unforeseen circumstances or a sharp downturn in investment markets. Working with clients, the strategy is to mitigate risks in a thoughtful way, appropriate for the client's situation.
There's a simple approach to managing your investment portfolio: we look to perform with the investment markets, not outsmart them. Constructing a portfolio tailored to a client's financial goals helps place clients in the best position possible to achieving their financial goals.
Clients come first. Acting in a fiduciary capacity the firm always places client interests ahead of all others. As a "FEE ONLY" firm, objectivity isn't compromised by the lure of commissions or any other compensation from product sales.
With a holistic approach to financial planning, services are tailored to each client's individual needs and priced accordingly.
Investment portfolios are constructed with careful consideration of individual client financial goals and client feelings related to risk and their wealth.
It is never too early --or too late-- to consider financial planning. Call to schedule an appointment for an initial complimentary consultation. This is your opportunity to sit with a trained professional who will confidentially discuss your financial goals with you and then outline appropriate financial advisory services intended to put you in the best position possible to achieve your goals.
2450 Hollywood Boulevard, Hollywood, Florida 33020, United States
Robert A. O'Toole, CFP®
2450 Hollywood Boulevard -- Suite 302
Hollywood, FL 33020
2450 Hollywood Boulevard -- Suite 302 Hollywood, FL 33020
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