Since I am on a stay cation, I have another article that follows on the heals of Andrew Bers short sale article a few weeks ago. Attorney and CPA, Jo Ann Koontz, of Koontz and Associates, PL penned a fantastic article concerning, has the pendulum shifted concerning short sale strategy. Enjoy the article! Over the [...]
Tag Archives: homeowners
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About Rick Helbing, CFP®, ChFC
I'm a CERTIFIED FINANCIAL PLANNER™ and Owner of Suncoast Advisory Group with offices in Sarasota and Jacksonville, Florida. As a practicing advisor for over 25 years, I provide strategic financial planning to family business owners, medical professionals, and dental professionals.
Charles "Shay" H. Woodward IV, MBA
As a third generation Financial Planner for over 15 years, I provide strategic financial planning to family business owners, medical professionals, and dental professionals. I run the Jacksonville, Florida office for Suncoast Advisory Group.
