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The Millennial’s Guide to Retirement Planning
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Forbes Best-in-State Top Financial Security Professional, 2023
Located in the East Lake / Palm Harbor area of Florida, Eterna Generational Planners is a national financial planning practice that caters to busy professionals and their families. Through an emphasis on education, we make clients feel at ease and in control of their financial futures by making complex situations simpler. We create comprehensive financial plans that focus on tax efficient wealth management, asset protection and retirement distribution. We start with a detailed understanding of a client’s current situation and combine that with their vision for the future. We then outline the right steps to achieve their financial goals, so they can focus on what makes them happy.
If you are located in the Tampa, St. Petersburg, Clearwater area, we'd love to meet in person. Otherwise, we can set up a virtual call.
Forbes has recognized me as one of the top
financial security professionals in Florida. Many thanks to our
hardworking team, amazing clients, and partnership with Northwestern
Mutual. This wouldn’t have been possible without you.
Forbes Top Financial Security Professionals list (July 2023), Research and ranking
provided by SHOOK Research, LLC. Based upon data as of 12/31/2022. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
The process of achieving financial security – the confidence that comes from taking action today to provide for tomorrow – is different for each of us. Often, the first step is to establish a relationship with someone who takes the time to learn about your values, understand your dreams and help you create a personal financial plan that will evolve with you over time.
We build long-term, trusting relationships by first seeking to understand your vision, values, and financial goals. It is our priority to provide comprehensive planning, superior services, and excellent communication aimed to achieve financial independence by overseeing the management and distribution of your wealth as you endure unavoidable life changes.
We have been featured in a number of news articles and podcasts. Here are some of the most recent.
People Are Using Mortgage Points to Lower Their Rates - Are they Worth It?
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4