Founded by the Fross Brothers nearly two decades ago, our firm is conveniently located in downtown Lake Sumter Landing and the Brownwood Paddock Square in The Villages, Florida, collectively serving over $900 million in brokerage and advisory assets through LPL Financial*. Our financial planning approach caters to both pre and post retirees, ensuring a seamless transition into retirement and financial security throughout their golden years. We specialize in customizing asset management and investment strategies to help retirees navigate a complicated and ever-changing investment landscape. *As of April 5, 2024