Integrated Financial Group
Florida Financial Advisors
Navigating a landscape with no state income tax and robust asset protection laws requires a specialized approach to wealth management. IFG’s Florida financial advisors deliver the local expertise necessary to capitalize on the state’s favorable tax climate while addressing the complexities of high-net-worth estate planning. Whether your goal is to manage a multi-generational legacy or overseeing a transition into the Sunshine State, IFG’s Certfied Financial Planners of Florida offer the objective guidance your future demands.
Maximizing Florida’s Tax-Advantaged Retirement
Living in a state with no income, inheritance, or estate tax provides a massive head start on your financial goals. A Florida financial advisor helps you structure a withdrawal strategy that accounts for these benefits, allowing you to keep more of your Social Security, pension, and 401(k) distributions. We help you coordinate these state-level perks with federal tax obligations to enhance your long-term purchasing power.
Sophisticated Planning for Florida’s High-Growth Hubs
From the international commerce of the Brickell corridor to the expanding tech scenes in the I-4 corridor, Florida’s major metros require distinct financial strategies. Investors looking for Florida financial advisors in Miami, Tampa, or Orlando gain access to professionals who understand the nuances of the local real estate market and corporate landscape. Our top financial advisors in Florida provide fiduciary-level oversight for business owners and executives navigating complex liquidity events.
Asset Protection & The Florida Homestead Advantage
Florida offers some of the strongest asset protection laws in the country, particularly regarding primary residences. A Certified Financial Planner in North Florida or South Florida can help you navigate the “Save Our Homes” assessment cap and the recent inflation-adjusted increases to the homestead exemption. These protections are a cornerstone of a secure Florida financial plan, shielding your home’s value from certain creditors and limiting property tax volatility.
Education Funding for the Next Generation of Floridians
Securing a child’s academic future in the Sunshine State often involves leveraging the nation’s largest prepaid tuition program. Our Florida Certified Financial Planner network helps families integrate the Florida Prepaid College Plan with the Florida Investment 529 Plan to cover everything from tuition to room and board. We help you align these savings with Bright Futures Scholarship eligibility to create a comprehensive, tax-efficient education strategy.
IFG’s Top Financial Advisors in Florida
Alan Bratic
Certifications/Credentials: CFP®
Company: ThompsonBaker Financial, LLC.
904-824-1631
Chris Rios
Certifications/Credentials: CFP®
Company: Financial Strategies Group
954-888-4680
Denny Roodman
Certifications/Credentials: ChFC®
Company: Integrated Financial Group
314-576-4488
Hank Cleare
Certifications/Credentials: CFP®
Company: Financial Strategies Group
954-888-4680
Henry Binsbachar
Certifications/Credentials: CFP®,CPFA™, RFC®
Company: Integrated Wealth Management Group
772-340-1200
Kimberly DeProspero
Certifications/Credentials: CFP®
Company: Financial Strategies Group
954-888-4680
Why Financial Planning in Florida is Different
The "New Resident" Onboarding Strategy
Establishing true Florida domicile. Moving to Florida involves more than just a change of address; it requires a formal shift in your legal and financial “center of gravity” to avoid dual-state taxation. Our financial advisors in Florida assist new residents in the critical steps of establishing domicile, from filing a Declaration of Domicile to updating estate documents to comply with Florida’s unique probate laws.
Navigating the Tropical Real Estate Market
Integrated planning for coastal and inland properties. Real estate is often the largest asset in a Florida portfolio. The right financial advisor in Florida can provide insight into the long-term implications of property ownership in the state, including insurance considerations and the strategic use of land trusts. We help you view your real estate holdings as a functional part of your broader wealth strategy.
Fiduciary Guidance Across the Sunshine State
Objective advice in a crowded market. The search for a financial planner in Florida can be overwhelming given the state’s high concentration of retirees. IFG’s “Brain Trust” model stands apart by providing independent, fiduciary-focused care. Whether you are looking for Florida financial advisors in Jacksonville, Tampa or anywhere in between, you gain the peace of mind that comes from a collaborative network of specialists working solely in your best interest.
Legacy Planning & Multi-Generational Wealth
Protecting what you’ve built for those who follow. Florida’s lack of an inheritance tax makes it an ideal environment for wealth transfer. A Certified Financial Planner in North Florida or the southern metros can help you utilize Florida-specific trusts to simplify the transition of assets to your heirs. We focus on creating a plan that respects your wishes while minimizing the administrative hurdles for your beneficiaries.
Find a Local Financial Planner
We have independent planners stationed across the country, each specializing in the unique financial landscapes of their respective states. Explore our dedicated state resources to find a Certified Financial Planner in your area.
Get in touch with Cooper Welch, our Business Development Associate at Integrated Financial Group.
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