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.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Have you found yourself suddenly single? Here are 3 steps to take right now.
How does your ideal retirement differ from reality, and what can we do to better align the two?
You’ve made investments your whole life. Work with us to help make the most of them.
There are three things to consider before dipping into retirement savings to pay for college.
Pundits say a lot of things about the markets. Let's see if you can keep up.
All about how missing the best market days (or the worst!) might affect your portfolio.