Comprehensive guidance to support your needs
While our clients certainly encompass a wide range of ages and occupations, what really makes each different from the next is that no two have the same goals, needs or situation. Someone heading for retirement shortly is going to need a different plan from someone saving for their first house, or someone who is an executive looking to make the most of their company benefits. The point is, each is unique. That’s why we are so insistent on developing a personalized plan for every client we serve – including you. We won’t just grab something off the shelf, we’ll build it around you. It has to be right for your life.
Social Security's uncertain future?
It’s an election year, which means you can expect to hear presidential candidates being asked about their plan for preventing Social Security from going bankrupt.
Retirement & Longevity
Pay off debt with a plan in mind
Strategies for minimizing interest payments and eliminating debt.
Family & Lifestyle
City of lights, market of opportunities
07/02/2024
With a nod to the Summer Olympics, Raymond James CIO Larry Adam highlights his team's quarterly outlook.
Markets & Investing
Mega-cap tech stocks continue to lead the way
07/01/2024
The S&P 500 is off to its best start to the year since 2019.
Markets & Investing
Mid-year report
07/01/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Online sales continue to grow, unabated
06/28/2024
Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Interest rates are poised to tip lower
06/28/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Real estate liability coverage, deciphered
Strategic protections real estate agents can take to mitigate risk.
Business Ownership
Tips for staying connected with remote coworkers
Colleagues from coast to coast.
Technology & Innovation
The lasting benefit of financial literacy
Key financial lessons to teach your children as they grow.
Family & Lifestyle
A mid-retirement check-in
Evaluate your retirement beyond health and wealth.
Retirement & Longevity
- Definition Private Wealth & Consulting Group
- 2605 Enterprise Rd E Ste 250 Clearwater, FL 33759-1037
- T: 727.755.9800
- F: 727.955.9809
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