Financial Advisors in Brooksville, Florida (Hernando County)

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

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

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