Office Location
1425 E. Piedmont Dr., Suite 303
Tallahassee, FL 32308
Phone Number
(850) 212-8509
Fax Number
(850) 807-5102
Send a Message
Hours
Mon - Thurs: 9AM - 4PM
Friday: 9AM-1PM
In Person: By Appt
Strategic Wealth Assessment
Our Strategic Wealth Assessment is a comprehensive 25-point questionnaire designed to bring clarity to your financial situation and provide tailored solutions for a stress-free retirement. By evaluating key aspects of your financial health, this assessment ensures that you are well-prepared to navigate the complexities of wealth management with confidence.
By addressing these three essential areas, our Strategic Wealth Assessment equips you with the insights and strategies necessary to help secure a confident and worry-free retirement.
Identifying Gaps
In this section of your Strategic Wealth Assessment you’ll gain valuable insights into your financial habits and baseline of financial health. This section of the assessment can help you identify areas where you’re doing well and where you may need to improve. Here's what you gain by going through:
Better control over spending, saving, and budgeting
Increased financial security and confidence
Clearer retirement goals and planning
Informed decisions about Social Security and pensions
Financial Preparedness
This section of the assessment focuses on your Financial Preparedness, helping you evaluate how well you’re protected against life’s uncertainties and how secure your financial future looks.
Confidence in guaranteed retirement income
Clear understanding of investment choices and risks
Effective legal and insurance protection for your family
Readiness for long-term care and unexpected expenses
Future Solutions
This section focuses on helping you assess how well your financial plan supports your long-term goals and protects your loved ones. It evaluates the stability of your income, the effectiveness of your investment strategies, and the security of your legacy.
Confidence that your financial plan meets your retirement needs
Peace of mind about income security and legacy planning
Clarity on investment strategies and tax management
Assurance that your financial accounts are properly monitored and protected
How can I get a Strategic Wealth Assessment?
Start with a Clarity Call
We will focus on learning about what's important to you. Our clarity call allows you to get any questions answered and identify what options are available to you now.
Strategic Wealth Assessment
A comprehensive 25-point questionnaire designed to bring clarity to your financial situation and provide tailored solutions for a stress-free retirement.
Clarity Call
15 Minute Chat
During your clarity call, we will focus on learning about what's important to you. Our clarity call allows you to get any questions answered and identify what options are available to you now. When you have clarity on what is available to you then you'll be more informed on which steps you should take next toward your FRS plan!
Office Location
1425 E. Piedmont Dr., Suite 303
Tallahassee, FL 32308
Phone Number
(850) 212-8509
FAX Number
(850) 807-5102
Send a Message
About Claudia
With over 10 years of employment with the State of Florida government, Claudia has personal knowledge of the State of Florida FRS (Florida Retirement System). Working as a CFP™ locally, Claudia is a fiduciary with extensive knowledge of retirement planning working with many retirement and government programs, and offers full-service financial planning for all of your financial needs.
Our Services
View all Services
Hours
Monday : 9:00-4:00
Tuesday: 9:00-4:00
Wednesday: 9:00-4:00
Thursday: 9:00-4:00
Friday : 9:00-1:00
Saturday & Sunday - CLOSED
Securities and investment advisory services offered through Osaic Wealth, Inc.
Member FINRA/SIPC
Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction, or from every person listed.
We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
States Registered
Insurance AL, CA, FL, GA, HI, MS, NC, NV, OR, SC, CO, KY
Securities AL, CA, FL, GA, MN, NV, OR, TX, CO, KY
RIA FL
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