Our mission is to help individuals and small to mid-size business owners develop financial objectives and implement strategies to achieve them using appropriate financial products and services that are designed to meet their present and future needs. We are committed to providing you with sound financial strategies to help you reach your financial goals. We work to exceed your expectations, while building long term relationships, based on trust, integrity and quality service. Our practice is built upon serving loyal clients who have good earnings potential, care about their families and communities, and take action. Our clientèle includes business owners; professionals; self-employed individuals; senior executives; middle and upper income families; active retired individuals; and recipients of legal settlements. I work with you to design financial plans and strategies including:
Our unique perspective comes from 29 years of business ownership and management experience. This experience allows us to help business owners attract and retain employees, plan for business disposition at retirement, death or disability and minimize loss of time and money when the unexpected occurs. This gives owners more control of their business and financial future through various employee and employer benefits. Strategies and solutions may use various financial products. Life goes on and circumstances change, so we schedule periodic reviews to monitor and revise programs to keep them current. We recognize happiness and success is different for everyone. We work to help you reach your financial objectives – not ours, based upon your values, while keeping in mind it’s people first, money second... |
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Compare the potential future value of tax-deferred investments to that of taxable investments. Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. How much Disability Income Insurance do you need? What's the interest rate on the lease you're considering? |
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| Dow Jones Industrials | 10,642.15 | + 17.46 |
| Dow Jones Transportation | 4,331.26 | + 5.91 |
| Dow Jones Utilities | 378.79 | + 1.99 |
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| S&P Mid-Cap 400 | 782.29 | - 1.59 |
| S&P Small-Cap 600 | 358.16 | - 0.77 |
| Russell 2000 | 674.41 | - 2.18 |
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| 10 Year Treasury Note | 3.70 | - 0.02 |
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3743 Carambola Circle Phone: 321.574.0440 |
Securities and Advisory Services offered through Royal Alliance Associates, Inc., Member FINRA & SIPC.
Bruce Kuczinski is a Registered Representative of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of FL ID and CA. No offers may be made or accepted from any resident outside the specific states referenced.
IMPORTANT CONSUMER INFORMATION:
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.