We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
As an independent financial services firm, we can access many different products so you can get the right products and services for you.
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
Bruce Hearon, President and Chief Executive Officer, has been assisting individuals and families with their financial goals for over two decades. As an experienced registered investment advisor and realtor, he specializes in showing investors how to invest their “tax qualified” funds (i.e.; IRA, 401K, 403B, ROTH IRA, etc.), into alternative investments like real estate. His practice focuses on providing straightforward, honest, easy-to-understand financial advice.
Bruce is Series 65 licensed. He has a Florida real estate license, as well as life and health insurance license. Bruce has resided in Sarasota County for nearly two decades with his wife Michelle, and their daughters, Brittany and Lauren. His hobbies are scuba diving, fishing, and golf. Bruce has resided in Sarasota County for the past 23 years with Michelle, his wife of 31 years, their daughters, Brittany and Lauren, and their dogs Chloe & Charlie.
He also maintains a Florida Real Estate license. Before he entered the financial and real estate industry, he was a professional ice-skater with Ice Capades and Holiday on Ice in Europe. He was one of the first skaters ever to do a “back-flip” on ice.
As an independent financial planning firm, we represent our clients and their interests rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our independence is vital to delivering objective, unbiased recommendations.
Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!
P.O. Box 110759 Bradenton, Florida 34211
Monday - Friday: 10am - 5pm
Saturday: By appointment