Sanibel Captiva Trust

Green Era Financial is a team of experienced financial planners based in Clearwater, FL, dedicated to helping individuals make informed financial decisions. They offer tailored services including retirement planning, investment management, tax planning, insurance management, estate planning, and focused planning. As fiduciaries, they prioritize their clients' best interests and provide data-driven recommendations to help them achieve their financial goals. With a focus on education rather than persuasion, Green Era Financial aims to empower their clients by providing comprehensive financial advice and ongoing support. Their process involves an introductory call to understand clients' concerns and goals, followed by a meeting to discuss services and determine if they are the right fit. By taking the guesswork out of finances, Green Era Financial allows clients to focus on living their best lives with peace of mind.Generated from the website

CrossPlan Money Management is an independent investment advisory firm founded in 1987 in Seminole, Florida, focusing on specialized active money management strategies tailored for individual investors. The firm prides itself on serving clients with customized financial solutions that include tax management, investment management, retirement strategies, and more. Led by experienced professionals, including founder Paul Palm and his son John, CrossPlan emphasizes client relationships and education in financial decision-making. With a commitment to integrity and a boutique experience, the firm has developed a reputation for excellence across the United States. Generated from the website