• Phone: 352-338-1560
  • Fax: 866-536-5711

Financial Planning

Financial planning portfolios are not one-size-fits-all. Individuals and families have values and goals that factor into their multi-faceted financial planning objectives. We believe investment management strategies should be carefully considered and custom-tailored to the individual. Our advisors are especially qualified to assist clients with deferred retirement, DROP, FRS, Florida ORP, estate planning, pensions, Roth IRA and tax planning.

Markey Wealth Management leverages its experienced knowledge to personalize investment strategies and provide exceptional service to pursue financial independence. As an independent practice, we embrace our fiduciary responsibility to you, our client, committed to acting on your behalf as a trusted advisor. We do not use proprietary products, quotas or other incentives. We always make recommendations that benefit you, not us.

Financial Planning encompasses far more than just your retirement— we provide guidance for all facets of your family finances.  We can help make sure the financial future which you plan is carried on for succeeding generations.