Experience The Advantage Difference


Attend a Webinar

We bring relevant financial webinars that prepare families for the road to retirement. In today's climate it is important to stay prepared.

Power of Zero™

For a Limited-Time-Only!

Best Selling Author, David McKnight, has partnered with Local Southwest Florida's Alfie Tounjian, CFP®

in an exclusive Webinar that will show you

"How to Retire in the 0% Tax Bracket"

In 2019 The Power of Zero was ranked as the #9 best financial resource in the country by Forbes Magazine.

Click the Button Below to Learn More

Social Security

Join this On-Demand webinar with David Antonucci as he shows how to prepare to take your Social Security Benefits.

"It's important to get this right first because there are no do overs."

Register below and learn the steps you need to be taking to prepare for Social Security. 

State of the Market

Join this On-Demand webinar with Alfie Tounjian, CFP® and Tom Siomades, CFA®
as they talk about the current "State of the Market."

In this webinar Alfie and Tom review what has happened so far in 2020.
Register now and have your questions answered by Alfie and Tom
as they answer questions that most investors are asking right now in the current climate.

Rather meet 15-min Virtual Meeting

Schedule a 15 min. virtual visit from the safety and comfort from your own home.

Or give us a call at (239) 747-0552