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Going on Vacation

Going on Vacation

| March 07, 2024

To Our Valued Clients,

I'm embarking on a legitimate vacation in the near future and will be attempting to unplug for a few days and enjoy some one-on-one time with Zoe, currently in 9th grade.  We plan to explore the incredible city of Venice, Italy.

If you should need any financial transactions executed, please let us know BEFORE 3:00 pm EST on Tuesday, March 19, 2024.

Kim & Nina will be holding the fort down 3/20-3/25 and available to handle your needs.  They can be reached at 561-955-6098 or and  We will be fully staffed on 3/26/2024, ready and eager to engage in financial planning.  Thank you!