Overview

We help our clients to move forward towards their financial dreams by implementing a personalized wealth management process. The goal is to help create financial independence and retirement income sustainability through education, planning, and monitoring. Securities offered through International Assets Advisory, LLC – Member FINRA/SIPC Advisory services may be offered through International Assets Investment Management, LLC or Global Assets Advisory, LLC The information transmitted is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of this information by persons or entities other than the intended recipient is prohibited. If you receive this in error, please contact the sender and delete this material from any computer. In accordance with industry regulations, all messages are retained and are subject to monitoring. International Assets Advisory does not accept customer’s instructions to purchase or sell securities by email. Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing. Additional information is available at: www.IAAC.com International Assets Advisory, LLC 390 North Orange Avenue, suite 750 Orlando, FL 32801 Our Services Retirement and Pre-Retirement Planning and Coaching Investment Management – Raymond James and various product sponsors. Insurance Services – Life, Long-Term Care, Annuities Advanced Planning – Taxes, Estate Planning through professional associates. Charitable Giving & Family Foundation Services Counseling – Mortgage, Social Security, Medicare, College Funding 401k Services – Corporate plan administration through MBO a One Seven affiliate. Individual – 401k management program Family money matters counseling. The Money Couple™ coaching. Helping couples agree about money issues Longevity Planning