Strategic Wealth Designers

Cumberland Advisors is a money management firm that serves individuals, institutions, retirement plans, governmental entities and cash management portfolios. The company supervises more than $700 million in assets. It also assists state and local governments by forecasting interest rates and analyzing financial markets. Cumberland s capabilities include arbitrage calculations, private financing negotiations and loan structuring. The company features expertise in several different investment portfolio components, such as taxable and municipal bonds and exchange-traded equities. Its broad strategies seek to offset the erosion of financial assets by inflation. Cumberland Advisors was founded in 1973 and is headquartered in Vineland, N.J. The company is a registered investment adviser.

Garcia & Ortiz is a certified public accounting and financial consultant that provides services to individuals, estates and businesses. It specializes in the review of monthly financial statements and management of payroll and accounts payable and receivable. The firm provides tax, audit, accounting, staffing and consulting services to clients. It also specializes in providing financial planning and business development services, as well as litigation support. The firm s professionals are members of the Florida Institute of Certified Public Accountants and the American Institute of Certified Public Accountants. Its division, Creative Financial Staffing assists clients in hiring of accounting and financial professionals. Garcia & Ortiz is located in St. Petersburg, Fla.

Quick FL Medicaid Approvals, 10,000+ applications accepted, 20+ years in business. Let us Advocate for your loved one by protecting their assets from "spend down". Schedule your Free Consultation! We clarify the myths around medicaid benefits, qualification, and the misunderstanding around the term "spend down". We work closely with the families and the skilled nursing faciliies to protect against private pay and the $10-$12K/month expense of skilled nursing facilities.