Family Business Resource Center

Integrated Wealth Solutions in Orlando, FL is a prestigious financial advisory firm that caters to corporate executives, business owners, affluent families, and corporations. Their team of experienced professionals offers a comprehensive range of services, including wealth management, financial planning, business consulting, risk management, and more. With a client-centric and transparent approach, Integrated Wealth Solutions aims to simplify and organize their clients' financial lives, providing them with peace of mind and a sense of financial confidence. By integrating all elements seamlessly into a cohesive wealth management plan, they help clients navigate the complexities of high net worth and achieve their financial goals.Generated from the website

SMA Consulting is a leading management consulting company specializing in the homebuilding industry, catering to privately held builders across the United States and Canada. With a team of experienced associates who were former successful homebuilders themselves, SMA offers a range of services including direct consulting, coaching groups, training classes, and personality hiring assessments. Based in Orlando, Florida, SMA serves a diverse client base, having worked with over 70 recurring clients in 40 states and 4 Canadian provinces, with a combined annual revenue of $1.40 billion in 2017. Known for their unique approach, SMA Consulting provides personalized and comprehensive solutions to help builders achieve their goals. Their services are delivered through a combination of in-person training sessions, remote consultations, and access to a network of industry specialists. With a focus on building long-term partnerships, SMA Consulting offers an introductory Orientation Program to ensure a good fit before engaging in their direct consulting programs, which are tailored to the specific needs and budgets of their clients.Generated from the website

Financial planning is a big topic. It is important to know what concepts, techniques and solutions best fit your personal situation. Most people have no idea of where to begin and often make a plan by adding things that can counter the effectiveness of decisions they have made or will make later. While we cannot change the past, we can put you on a path to a better future. What does the future look like? Will you be working? Will you be downsizing a home? Will you need to turn investments into income? Organizing your financial life doesn t have to be overwhelming. Our clients find that with their financial plan in order, they can think more clearly about the future and make better decisions, allowing them to be free to enjoy life.