Drive Planning an Atlanta-based financial firm that offers an alternative approach to finance has expanded into the Tampa Bay area.
Drive Planning, a full-service financial consulting firm, focuses on passive income and cash-flow efficiency for a better life today and tomorrow. Their cash-flow strategies replace the old financial planning model of accumulating money in hopes that it will last long enough in retirement.
The core analysis Drive Planning carries out for its clients involves finding money that is being lost and wasted unnecessarily and unknowingly.
“We aim to be innovative and meaningfully different in an industry that has remained vastly unchanged,” said Anthony Ornella, Drive Planning’s Regional Director of Florida. “We create for our members a financial environment of control, growth and certainty that other firms cannot. In fact, there is more opportunity to CREATE wealth through stopping losses versus trying to pick a winner. Most hard-working American employees and business owners don’t know how much money is being and will be lost over their lifetime … unnecessarily. We stop that from happening and that is why the people who engage with us stay with us.”
The Drive Planning network of service providers offers more than 303 years of collective experience in protecting, growing and multiplying clients’ wealth in any economy and against any risk.
Offering a wide array of services, their team guides families, investors, real estate investors and business owners in achieving their Hopes & Dreams.
“The wealthiest people in the world have integrated teams of specialists working with them to protect and accelerate every dollar earned,” Ornella added. “Drive Planning has made those same wealth strategies and opportunities available to folks that would normally never learn or hear about them. Whatever the question, concern or idea about money you may have, we have the answer.”
Implementing a financial strategy tailored to each individual, the Drive Planning promise is that you will Keep More, Make More and Live More.
The Florida main office is located in downtown St. Petersburg at 360 Central Avenue, Suite 800.
You can find out more at Drive Planning, subscribe to their Newsletter, follow them on social media (Twitter – Facebook – LinkedIn – Instagram – Youtube) or email your questions to memberservices@driveplanning.com.