We Help Clients Feel  More Confident About Their Financial Future

Financial Planning

Financial Planning

Years of experience have prepared us to guide

you through your life transitions.

Financial Planning
Investment Management

Investment Management

We create strategies that are

tailored to your needs and goals.

Investment Management

About Us

When it comes to planning for your future it takes a vision
and a sound financial strategy to 
help you turn that vision into reality.   

Our team is dedicated to helping you meet your individual goals through
collaborative 
financial planning and investment diversification. 

No matter where you are on your journey, our team can help you
answer your 
most pressing financial questions, and plan for and adapt
to changes in your life. With our knowledge and strategies, a sound
financial 
roadmap is more attainable than you might think.


Speak to an Advisor

Discover a More Personal Approach

Independent Advice

Fee-only advice that has your best interest at heart. We don’t accept commissions or referral fees, and are not limited to any proprietary funds.

Access to Knowledgeable Advisors

Have a question regarding an important financial decision? Simply call us to see how it may impact your long-term goals.

Planning for Your Unique Goals

We do not provide a one size fits all solution.  Your goals are unique. Your financial plan and underlying investments will be tailored to meet your individual goals.

Helping You Stay on Track

Life is not static. We help you adjust and make changes to your financial plan and investments as your life evolves and you get closer to retirement.

Meet Our Team

Amaury  Cifuentes CFP®, CMP®

Amaury Cifuentes CFP®, CMP®

President and Founder - Hollywood

954-986-0633

Nina Arguello

Nina Arguello
CFP®

Client Services Operations Manager - Coral Gables

305-648-9814

Jessica  Torres

Jessica Torres

Client Service Associate - Hollywood

754-260-1521

Karla Arguello, MBA

Karla Arguello, MBA

Corporate Strategy and Marketing Manager - Coral Gables

305-648-9814

Kristina Gomez

Kristina Gomez

Client Service Associate - Hollywood

754-260-1521

Sharing Knowledge

Take a look at some of our curated articles, videos, and more, for a financially savvier you.

Risk Tolerance: What’s Your Style?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
Learn More
Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Learn More
Understanding FDIC Insurance

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Learn More
NBC's Today Show

NBC's Today Show

Get some helpful tips from Cathy Pareto on how to reach financial success in the New Year.

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