David Graham leads the certified estate planning team at Graham Capital Advisors. He is one of only two Master Certified Estate Planners in the entire state of Florida and known as “The Retirement Guy.” His expertise and professionalism are just two of the many reasons he is trusted and endorsed by local celebrities such as Jack Harris, Tedd Webb and Major League Baseball Hall of Fame member Wade Boggs. David Graham is the host of “The Money Minute” and the highest rated live financial radio show in Florida, “Guaranteeing Your Retirement.” He is a Million Dollar Round Table Foundation “Top of the Table” qualifier and actively involved in financial industry organizations such as the National Institute of Certified Financial Planners (NICEP) and the Financial Planning Association (FPA).
Estate planning advisors at Graham Capital Advisors are all certified with the experience, knowledge and skills required to help clients achieve long-term investment goals and secure their financial future. The exceptional tools available to our estate planners include the following and more:
Certified estate planning usually includes investing in security and/or alternative investments available in our vast investment platform of stocks, mutual funds, corporate bonds, government bonds, private equity funds and more.
Our certified estate planning services at Graham Capital Advisors give clients in Brandon, Sarasota, Palm Harbor, Largo, Treasure Island and the surrounding cities the peace of mind knowing their financial wishes will always be honored in the event of mental incapacity or death. Our estate planning strategies include growing a diversified portfolio with sound investments in both secure and alternative investments, protecting your assets, minimizing expenses and taxes, avoiding probate and more. Our legal staff assists by evaluating wills, health directives, powers of attorney, trusts and other legal documents to ensure they are complete, and important issues such as trustee assignments and beneficiary designations are completely resolved. Contact a Graham Capital Advisors associate today to learn more about our services that help you plan for tomorrow.