FAMILY ESTATE ADVISORS

Providing sound financial advice for LIFE and LEGACY

FAMILY ESTATE ADVISORS

Providing sound financial advice for LIFE and LEGACY

Ever Wonder What a Wealth Management Firm Designed by Clients for Clients Would Look Like?

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Tim Kip

President

OUR ADVISORS

Melissa Garrison

LPL Registered Administrative Assistant

OUR ADVISORS

Tim Kip
President

President

Melissa Garrison

LPL Registered Administrative Assistant

OUR RESOURCES

Outlook 2024: A Turning Point

In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic...

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Outlook 2023: Finding Balance

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance.

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CALL: (813) 759-2637

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC

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