Windermere Financial Center

Tavistock Financial Corporation, a part of the Tavistock Group, specializes in merchant banking activities. The Tavistock Group is a global investment company with several subsidiaries. Its companies have presence in the real estate, financial, life science, energy, hospitality, sports and entertainment, and manufacturing and distribution sectors. The group s subsidiaries include Tavistock Europe, LSQ Funding and Pampa Energia. The Tavistock Group s susbsidiary, Baycorp Holdings, is a private merchant energy company that owns and operates renewable power generation and natural gas and oil production assets. Its other subsidiary, Tavistock Restaurants, manages a portfolio of boutique restaurant brands throughout the United States. The Tavistock Group additionally owns other brands, such as Puma, KangROOS, Vans and Gottex.

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.