Let us be your guiding light to identify your goals and create an action plan to navigate towards them.

Barbara Sekely

Barbara Sekely

President, Financial Consultant & Wealth Planner


3896 Night Star Trail
Odessa, FL 33556

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.


Find many helpful financial calculators here.

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Browse through dozens of informative videos.

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Interactive publications of key financial concepts.

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