Get your comprehensive

Retirement Plan & Investment Strategy

for a one-time fee!

Welcome to

your retirement planning masterclass.

Learn how to position your hard-earned assets the right way!

Quoted in many prominent publications


Our process is simple.

Step 1

A Complimentary, No-Obligation Consultation

We begin with a complimentary, no-obligation consultation so you may get answers to any questions you have. Should you decide to take the next step, we can proceed to the Discovery Process, where a one-time fee will be determined depending on the complexity of your financial situation.


Step 2

The Discovery Process

Your dedicated CERTIFIED FINANCIAL PLANNER™ (CFP®) professional learns about your financial goals for retirement and gathers the necessary data. The advisor will analyze your financial situation, including your current and projected budgeting, investment strategy, risk management, and any other particular needs as requested


Step 3

Delivery of Your Comprehensive Plan & Presentation

Once your advisor completes your personalized retirement plan and recommendations, your advisor will give you a comprehensive presentation via a Zoom meeting and provide a written report with an action plan for you to keep. That’s it!


Our goal is your financial success.

Palm Capital Management is a financial planning, retirement planning, and wealth management firm. We are independent fiduciary advisors, therefore legally obligated to act in the best interests of our Clients at all times. Our primary goal is for our Clients to achieve financial success using our tactical long-term guidance.

Our Custodians


Book your free initial consultation.

Whether you are preparing for, approaching, or in retirement, your financial planner at Palm Capital Management will engineer a customized strategy that takes your unique goals and needs into account.