Tag: Franklin Gay

Franklin Gay Receives the 2024 NAPFA New Professional Award

We are thrilled to announce that our Wealth Advisor, Franklin Gay, CFP®, EA, has been honored with the 2024 New Professional Award by the National Association of Personal Financial Advisors (NAPFA)! This award recognizes the achievements and contributions to the profession of young practitioner members of the Association. It is presented to a member who […]

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Shaping the Future of Finance through Education and Innovation

In our commitment to staying connected with our community, we are proud to establish partnerships with local universities such as Nova Southeastern University (NSU). The finance industry is a realm of constant evolution, and our collaboration with NSU is a cornerstone of our dedication to education, innovation, and development of future leaders. Our Wealth Advisor, […]

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Secure Act 2.0 Webinar

Join our Wealth Advisors, Franklin Gay, CFP®, EA and Edzai Chimedza, CFP® on Tuesday, February 14th at 12:30 PM Eastern for our webinar where we will explore the passage of the Secure Act 2.0 and how it could affect your personal financial situation going forward.  When: Tuesday, February 14th at 12:30 PM Eastern Registration: Click here to register: https://attendee.gotowebinar.com/register/81059724450474589 Cost: Complimentary […]

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Nearing Retirement and Falling Behind in Savings

Our Wealth Advisor, Franklin “Franko” Gay, is passionate about helping others achieve their personal goals by utilizing strategic financial and tax planning in their day-to-day lives. Since we all have an idea of when we would like to stop working, some of us sooner rather than later, Franko was able to illustrate some steps that […]

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