Gay Financial Planning Network!
Florida Gay Friendly, Lesbian and Gay Financial Advisors network.
Reach your financial goals whether they be short term or long term, with the help of a dedicated professional that can help you plan a strategy to take care of your wealth for the future.
Gay and lesbian couples need to plan for retirement the same way as any couple does. our resource is here to connect you with an individual who wants to work with our community. This way you can sit down with your partner and plan together your financial future in a comfortable gay friendly environment.
Florida Keys Financial
Cale M. Smith - Islamorada Investment Management
Islamorada Investment Management (IIM) is an independent registered investment advisor based in the Florida Keys. We invest others’ money alongside our own through five proprietary portfolios – Tarpon Folio, Gecko Folio, Frigate Folio, Treasure Harbor Folio and Yellowtail Folio – that are called Spoke Funds®. We also manage several private accounts for investors whose needs differ from investors in our proprietary portfolios. Our founder Cale Smith has invested almost all of his family’s life savings in the portfolios he manages.