Working to earn your trust every day
We are a financial services firm rooted in our community. We have developed our business by creating personal relationships with our clients.
A personalized, hands-on approach to wealth management
Our experienced and knowledgeable advisors help people build and navigate comprehensive strategies to create the life they wish to live in retirement. Additionally, we've formed strategic partnerships with CPA's, Estate Planning Attorneys and Medicare professionals to provide you with even more value.
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Give your loved ones the greatest gift!
Communicating your values and goals today can help your loved ones through tomorrow. This 12-page guide can help you understand the basics of estate planning, including:
- Areas your will should address (and who should write it)
- The two types of trusts — and how they can help reduce the chance of a family conflict
- A checklist to help you select the right person to carry out your wishes
“A man is not a plan.”
Founded by Cindy Mayfield in 2007, Wealth Management Solutions proudly provides women throughout Central Florida with comprehensive strategies to help meet their unique financial and retirement needs.