Financial Advisors in Lady Lake, Florida (Sumter County)

Strategic, Long Term Wealth Planning since 1984

Michael Tringali, CFP, CPA/PFS

At Financial Life Designs, we treat our clients with courtesy and integrity. We pledge to provide realistic and honest financial advice. We will guide and constantly monitor your progress toward your goals to allow you to live your one life to the fullest. Our years of experience and notable expertise gives you peace of mind that your financial future is in good hands.
Our consistent track record of uncompromising ethics and fiduciary responsibility instills confidence and trust.
Our consistent track record of uncompromising ethics and fiduciary status instills confidence and trust.... See More

Todd Bauerle, BS, CFP
Todd Bauerle is a 30-year veteran practitioner and is about more than just money. At the age of 25, a firsthand disability experience transformed his personal relationship with money and caused him to realize that preeminent financial advising requires a holistic approach, including intangible aspects such as emotional and spiritual issues. While it is true that money can't buy happiness, the act of giving or a mindset of charity can bring freedom.Our mission is to invest our talents, our technology, and our time in our clients so that they are at peace with their material resources ~ we embrace that challenge! Todd is also a NAPFA member and a Fee-Only financial advisor.... See More

Kendal Capital Management Services: Annuities, Certificates of Deposit, Corporate Bonds, Education Savings Accounts, Exchange Traded Fund, Equities, Government Bonds, Individual Retirement Accounts, Keoghs, Life Insurance, Long Term Care Insurance, Managed Money, Money Market Funds, Municipal Bonds, Mutual Funds, Options, Principal Protected Note, Reverse Convertible Note, Retirement Plans... See More

Scott Macaione, CFP
WaterOak Advisors is a Fee-Only independent advisor counseling wealthy families and businesses for over 20yrs. We currently provide guidance on approximately $1.7 Billion of client assets as of our last SEC filing on March 21, 2017. We provide financial and tax planning guidance through our CFP® Certificants and IRS Enrolled Agents. The combination of our investment management expertise and planning guidance has gained our firm recognition from several independent organizations including Barron's Top 100 Independent Advisor List (2016, 2015, 2014, 2010, 2009 & 2008), Forbes list of America's Top 100 Wealth Advisors (2016) and Financial Times 300 Top Registered Investment Advisers List (2016, 2015 & 2014) . We encourage you to visit to our website at www.wateroak.com for additional information or call us at .... See More

Client service is at the center of Nick's practice. With over 13 years of experience, Nick builds his business on a method of strong values, education, and the ability to translate what his clients want onto a best-fit financial plan.

Working with his clients, Nick strives to accommodate all schedule-types and investment levels. He and his team work tirelessly to ensure a seamless client experience, choosing not to outsource any parts of Nick's practice. The personal level of service Nick provides caters to clients with hand-written notes, recurring meetings, and simplified user interfaces to view accounts.

Nick teaches Retirement Planning Today classes bi-annually, and volunteers his time to charity causes within the Central Florida community. Nationally-recognized organizations close to his heart include the ASPCA and Mesothelioma Cancer Alliance.

Sunrise Wealth Advisors is a full-service financial consulting firm dedicated to helping clients build wealth and protecting their hard-earned assets. The Sunrise firm is completely independent, so its loyalty belongs exclusively to clients -- not a parent company. Call to grab a cup of coffee with Nick and learn more about how you can become part of the Sunrise family.

Securities and Investment Advisory Services offered through Cetera Advisors LLC, Member FINRA/SIPC. Cetera is separate from any other named entity.... See More

Stephen Overstreet, CFP, MBA
I am a Certified Financial Planner (CFP), a NAPFA-Registered Financial Advisor, a Registered Investment Advisor in Florida, and have an undergraduate degree from the US Military Academy and an MBA in Finance from Long Island University. I have been in practice for 20 years after retiring from the Army and have been investing in the mutual funds for over 30 years. I am independent and do not sell products. The firm offers the following services: 1. COMPREHENSIVE PERSONAL FINANCIAL PLANNING Engagement includes a personal financial plan of about 45 pages and follow-on assistance and consultations for the remainder of the year to help the client implement the plan. Topics covered include setting personal and financial objectives, budgeting/spending control, and insurance, financial independence/retirement, investment, college funding, tax and estate planning. 2. INVESTMENT ADVISORY SERVICES I develop a recommended portfolio and provide quarterly reports and detailed recommendations on holdings based on an Investment Policy Statement. There is no minimum portfolio size, and I include retirement assets (such as 401(k) plans and variable annuities) in the analysis. Once the client decides on the recommendations, he/ she can either execute the trades or I can do them. A comprehensive plan is not a prerequisite. 3. HOURLY/ PROJECT SERVICES In certain circumstances I offer one-time portfolio, retirement, or other types of analyses.... See More

Michelle Ogden & Company is a Retirement Plan advisor offering open-architecture Employer Sponsored Retirement plans, through a variety of trustee's including Charles Schwab, Fidelity Investments, & TD Ameritrade to name a few. We are very passionate about the Retirement Plan marketplace because we feel that while Retirement Plan's are an effective means of meeting funding retirement planning goals, they are many times loaded down with unreasonable expenses and offer poor investment selections.... See More

Founded in 1969, Koss Olinger Financial Group, Gainesville, Florida offers professional wealth management services. Whether it is Financial Planning, Financial Consulting, Investment Service, or Personal Financing, they leverage their resources and vast experience to serve their clients’ through their trademarked process, The Wealth Navigator System. This is done with the aim of enabling clients reach their current and future financial goals. The company is a member of FINRA/SIPC and is SEC-registered.... See More

Our mission is to educate and help people understand their finances, taxes and investments. Teaches financial literacy to employees of large groups. Trained, licensed professional with over 20 years of experience of helping people meet their financial goals. We serve individuals and busineses in all areas of financial planning, including retirement planning, tax management, estate planning, risk management, education funding, investment management and employee and executive benefits.... See More

Julie Lawrence, BA, CDFA, CFP
WOULD YOU LIKE TO WORRY LESS AND ENJOY LIFE MORE?
If you are like most people, you worry about your financial future. We can help.
• Flat retainer, full-service financial planning. From cash flow to estate planning, we can work with you every step of the way.
• Fee-only financial advice. We sell no products and receive no commissions.
• A comprehensive approach to your goals. Our team will work within all areas of your financial life: tax planning, savings and investment strategies, insurance, estate planning, retirement planning, budgeting, and more.
• Planning for your current lifestyle as well as the future. Our financial plans are living documents; they change as your circumstances change. We help set realistic goals and offer advice every step of the way.
• Ongoing communication and advice. Your annual retainer fee allows you to call or email us any time during the year, in addition to your regularly scheduled appointments – at no extra cost to you.
• Mini-Plan for young professionals. Flat fee for a review of employer benefits, 401k/403b investment choices, budgeting, debt repayment strategies, and cash flow.
HOW WE CAN HELP.
What often happens is that you go to a stockbroker for investment advice, an insurance agent to buy insurance, an accountant for tax preparation, and an attorney for estate planning. All of them can give you great advice about their area of expertise, but it’s a bit like deciding what the puzzle is, based on only one piece. Is it any wonder that the pieces don’t fit together?
With the right help, you can put the pieces together successfully. Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way.... See More

Forrest Baumhover, CFP, EA, MBA
Westchase Financial Planning is a fee-only financial planning firm located in Tampa, Florida. Although our focus is on servicemembers and real estate agents, we welcome clients from all walks of life. If you feel overwhelmed or you just want someone to help you put it all together, contact Westchase Financial Planning today for an appointment.... See More

No Commission!! Lebrigh does not charge commissions nor does it receive any direct or indirect commissions from any recommendations that are made. Instead, we charge an annual fee based on your net worth (or a set fee if applicable) and thus separate any financial interest that may be inherent in any recommendations. This allows us to provide unbiased advice that is in the best interests of you: our client.
Lebrigh is committed to helping you achieve your long-term financial goals every step of the way. Everyone has different needs and objectives and Lebrigh tailors advice to your unique circumstances.

Because financial planning is a fluid and ongoing process, Lebrigh is ready to adapt recommendations to your changing lifestyle and life events.... See More