Financial Guidance That Works Together

We Help You Connect the Pieces of Your Financial Life

01

Financial Coordination, Not Just Planning


Most advisors give you a checklist. We build your financial ecosystem.

We connect your tax structure, insurance coverage, business entity, and life transitions — so nothing works against you.

No silos. No surprises. Just alignment.

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02

Risk & Protection

You’ve worked hard for everything you’ve built.
We help protect your family, business, and lifestyle with insurance that actually coordinates. From life and health to commercial property and personal P&C—we design coverage that adapts as your business grows or your family changes. No gaps between your business liability and personal umbrella. No overlaps wasting your premium.
No gaps. No overlaps. Just confidence.

03

Tax & Accounting Alignment

Taxes don’t live in a vacuum. They’re shaped by your business structure, divorce settlement, inheritance, and even your insurance choices.

We don’t just file returns. We help you make decisions before they trigger a tax bill — so you keep more of what you’ve earned.

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Divorce & Life Transitions

Major life changes require careful planning.

Whether you’re leaving a marriage, a city, a career, or a legacy behind —we help you rebuild your financial foundation without starting from scratch.

We guide you through divorce settlements, inheritances, widowhood,
relocations across state lines, and career pivots after loss or burnout — ensuring your financial path stays on track, even when your world turns upside down.

Business Strategy & Advisory

From solopreneurs to small business owners, we help align your personal and business finances — so growth, succession, exit planning, and tax efficiency work together.

We help structure entities, manage cash flow, plan exits, and reduce tax drag—so your business builds personal wealth, not just revenue.


Because your business shouldn’t drain your personal security.

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“Our team’s expertise in planning, risk management, tax strategy, and estate guidance equips us to serve as your dedicated CFO — providing holistic solutions for families and small business owners in Southwest Florida.”

– The Solutions Money Management Team
Solutions Money Management

Building a strong foundation for your future, together.

Call us

Solutions Tax & Accounting

Tax Strategy That Works With Your Life—Not Against It

Solutions Divorce Planning

Financial Clarity When Emotions Run High

Solutions Insurance Services

Protection That Adapts as Your Life Changes

Solutions Advisory Services

Investment Guidance Aligned With Your Life Plan—Not Just Your Portfolio*

Solutions Business Advisor

Your Business, Your Legacy—Managed as One

*Investment Advisory Services are offered through Interactive Financial Advisors, Inc., a registered investment adviser. Solutions Advisory Services, LLC is a separate and unaffiliated business. For more information, please see our full disclosures.

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