Understanding Today’s Financial Environment
Welcome, I’m George Syme, CRPC® a financial consultant in Orlando, Florida. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (407) 718-0692.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This worksheet can help you estimate the costs of a four-year college program.
It's important to make sure your retirement strategy anticipates health-care expenses.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your capital gains tax.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Have you found yourself suddenly single? Here are 3 steps to take right now.
You’ve made investments your whole life. Work with us to help make the most of them.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The decision whether to buy or rent a home may have long-term implications.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Even low inflation rates can pose a threat to investment returns.