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Honors and Liabilities of Non-Profit Oversight W. Dale Crossley,JD, Financial Planner, RJFS and Evan M. Shear, CFP®, Certified Financial PlannerTM, lead the team at CrossleyShear Wealth Management. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. CrossleyShear Wealth Management is independent…
The Power of Automating Your Retirement (Auto5) is the title of Part Two of my recent book The Brighter Future 401(k), where I describe in detail the five features your 401(k) should have to help improve the retirement lives of your employees.
Optimizing Your Retirement Plan USING YOUR 401(K) AS A TOOL TO INCREASE EMPLOYEE ENGAGEMENT Do you know what factor has been shown to be key in growing profits up to three times faster than competitors? Engaged employees! So what exactly…
DESCRIPTION: Father, husband, brother, fitness advocate, bacon lover, and Cocoa Beach native are all descriptions you could use to describe Justin Connors. Born and raised in Cocoa Beach Florida, Connors attended Freedom 7 Elementary, Roosevelt Middle School, and Cocoa Beach…
In his relentless commitment to delivering the most exceptional client experience in Central Florida, Justin Connors of Connors Wealth Management continues to partner with the most experienced professionals in the financial services industry.
For the past 20 years, Tom Kirk and the team at FirstWave Financial have been privileged to serve the Space Coast with a single mission: Helping the people they care about create the life they dream about.
G.I. Tax has become the premier tax preparation service company in the State of Florida. Glenn Sandler has not only found a way for G.I. Tax to offer tax payers the much needed service of preparing accurate tax returns.
Utilizing the experience gained over nearly 40 years in the financial services industry, including several years as a professional equities trader, Gerald Fasanella, President of Heron Financial Partners, created a program designed to actively manage clients’ assets.
Since 1998, CrossleyShear Wealth Management continues to take care of all the small elements that collectively make up a life, retirement plan and portfolio.
For many years, families have counted on SunTrust Private Wealth Management in Brevard County and across the Southeast to help manage, protect, and transfer their legacies.