Fort Myers Financial Planning, Investment Management and Mediation
(239) 489-3003, 1533 Hendry Street, Suite 303, Fort Myers, FL 33901-2936
People are constantly transitioning from one stage to another--sometimes voluntary and welcome, like retirement, and sometimes involuntary, like divorce. We have been very successful in aiding people during their transitions.
Investment management strategies, using diversified asset allocation, are personalized for each client, giving consideration to a number of factors. These factors can vary given a client's situation. Investment management is done on a fee basis.
Private and Court-ordered Mediation Services are provided in Family, Circuit Civil, Dependency and Appellate cases. The majority of the services are in Family Mediation. Expert witness and analysis work is also performed on a fee basis.
DARRYLL R. BAUCHERT, SR., MBA, CFP®, CDFA™, has been in the financial planning and services business since 1986. Darryll holds a BA in Administration from The Ohio State University and his MBA is from the University of Toledo (Ohio). He earned the Certified Financial Planner® Practitioner designation in 1998 and became a Certified Divorce Financial Analyst™ in 2001. Darryll is certified by the Supreme Court in Florida as a Mediator in Family, Circuit Civil, Dependency and Appellate Mediation, and a Qualified Arbitrator in Florida. Darryll and his wife, Marti, have lived in Fort Myers since 1982. They have 5 children and 5 grandchildren. Darryll is a veteran of the United States Marine Corps and a musician, playing trumpet and flugelhorn in several groups in the Fort Myers area.
An annuity is a financial product sold to clients. I believe it can easily be shown that the annuity is probably one of the most misunderstood products in the marketplace. Annuities are complex and take numerous forms. Due to this, I have decided to break this explanation down into several segments. This first segment will [… Read More]
A couple of weeks ago I posted a question on the Columbus Financial Group FaceBook page asking what subject(s) people would like to see as a blog post on the web site. I received several very good ideas, but one repeated thought was this: “How should I be investing, as it relates to risk and [… Read More]
Accounting terms – sometimes boring, sometimes confusing, but sometimes very meaningful and important. Knowing the difference between “realized” and “unrealized” can transform a person’s thought process from being a “saver” to an “investor”. Let’s first explore how each of these types of people think. What they see and how they process what they see. “Savers” [… Read More]