Get educated about your finances.

Your big life decisions shouldn’t be left to just anyone. Let’s connect and discuss in depth about your financial goals and needs. I embrace the Dave Ramsey debt-free philosophy when it comes to your finances and wealth-building needs.

 

To be successful with money on the long-term, you will need assistance with a tailored strategy for your taxes and investments. This is why I am here to help! My name is Theo Desmulier and I am a Financial Planner located in Orlando, Florida.

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Recent Posts

EstateHigh IncomeInvestmentRetirementTax
January 29, 2021

What you need to know about Real Estate Investing

As a reminder, I embrace the fiduciary responsibility at all time with clients and new individuals I come in contact with. As an investor, when you face an agent or…
EstateInvestmentRetirementTax
December 28, 2020

The Snowbird Lifestyle and Things to Think About

Yearning for warmer winters? Think about what it'd mean to leave your nest – temporarily – and establish a new one. A different breed than the common American Retiree, the…
Asset ProtectionDivorceEstateInvestmentRetirementTax
November 6, 2020

What to plan financially before, during and after filing for divorce

One of my trusted partners, Arielle Brandt, Divorce Attorney, asked me to write an article on how to approach your finances before, during and after filing for divorce. If you…

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