We are experienced professionals dedicated to supporting you on your financial journey
We Specialize In Your Retirement
Indra Arango
Senior Financial Advisor
Senior National Director
Indra was born in Miami Florida, She commenced her studies in Switzerland at Beau Soleil Alpine College. She then studied in Madrid (Spain) attaining her BA & Masters Degree in International Business & Finance from Schiller International University.
Prior to her Financial Advisory Career, Indra had a strong entrepreneurial background and career in real estate, being a founding partner in an Advertising Agency and Corporate Real Estate Agent.
She has worked in finance for over 15 years and found her passion in educating in Financial Literacy and ensuring all those she meets attain their retirement dreams and retire with financial dignity.
Email: [email protected],
Richard Bellamy
Retirement Specialist
Carrying on the family tradition served in the UK armed forces in the Royal Navy as a reservist from 1992-1998.
Richard has over 25 years of Global banking experience. Starting his career in London (UK) in Private Banking. He is Certified in International Cash Management by the Association of Corporate Treasurers. He has also worked In Madrid (Spain), Hamilton (Bermuda), and since 2012 in Miami, Florida as VP – Senior Consultant (Payments & Cash Management).
Richard has partnered with Indra Arango to serve new and existing clients through her career and extensive experience in the 403B marketplace.
Email; [email protected]
OFFICE TEL: (833) 377-4032
OUR MISSION
Helping you secure your financial future by providing tailored solutions and expert guidance.
Empowering you to achieve financial success through personalized advice and innovative tools.
Our Values; Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness, and quality.
Professionalism: Our business has deep knowledge of the 403b marketplace in Florida. By combining the expertise, experience, and energy of our employees, each client receives close personal and professional attention.
Responsiveness: Our firm is responsive. Companies and individuals who choose our firm expect competent advice and fast, accurate personnel.
To see a listing of our services, please take a moment and review our services page.
Quality: Our primary goal as your advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions and build a supplemental retirement income that meets their goals. we do not accept anything less from ourselves and this is what we deliver to you.
We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge, and service to our clients.
We welcome you to contact us anytime.
If your business needs a retirement-based solution, We can design a plan to build a legacy of wealth for Individuals, Teachers, and Small Business Owners.
Build supplemental retirement income for Florida
Create a personalized plan to meet your goals and
✓ Expertise in the Florida Retirement
✓ Professional financial
Services
Individual Accounts
Roth and Traditional IRA Accounts to help you save for retirement.
Retirement Planning
Do not put retirement planning on the back burner. Use a professional to start planning now.
Wealth Management
Professional service that provides an integrated approach to planning, as well as determining how much of a client’s wealth may be distributed, when, and for what use.
401K Rollovers
You have worked hard every single day. Now it is time to plan for your future transition into retirement. Let us assist with assessing your retirement income needs and evaluating your assets and options.
Retirement for Educators & School Employees
Educators have special consideration in planning for retirement. We understand these unique needs.
Retirement for Police, Fire Fighters, Judges, Medical Fields.
We have customized financial planning tools to manage your finances effectively, We can review your financial data, set goals and provide personalized advice to secure your financial future.
Schedule an appointment with us for a financial review.