OCALA CAPITAL, LLC
OCALA, FLORIDA

Our belief is, if we don’t understand what your goals and desires are before we start talking about your investments then it will be impossible for us to meet your goals and desires or make it our focus. The whole is you, your family, your dreams, and desires and how they come together to impact that which is most important to you. Whether it is education, retirement, selling a business, retiring debt, your health, taxes, and a lot of other things, just how will these things effect what you do. We believe everything needs it be understood and comprehended because it is all connected. We are completely independent. As a RIA (Register Investment Advisor) we are not tied to any broker dealer and it also means . It also means there is no proprietary products or managers to promote. We do not sell product, we offer a service! Because of the diverse backgrounds from our working history we bring a broad area of experience to cover a multitude of concerns. Since we are completely independent, we utilize the best professionals in their field of concerns to be involved in all our processes. We are independent, but we don’t go it alone, we have professional partnerships and relationships that can meet most people’s needs. Together we have over 42 years of combined experience in the financial world. Every plan we put together is individualized and specific to your needs. We believe that generic plans won’t help you achieve your goals and objectives. These strategies also include tax efficient strategies which we think should always be a part of your investment portfolio. We are active managers which means; we are actively involved in the investments and strategies that are executed in the plan that is constructed. We do the research, implement strategies, and follow the plans until changes are needed. Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice. I have been in the financial services industry for over twenty-five years in various capacities and it has always been about what is best for those that were in my care. We are a financial services company that approaches things in a holistic way so that we can help our clients build an impenetrable wall around them and their assets. It doesn’t matter what stage of life you are in we have the strategies, the team, expertise and wisdom to work for our clients. We specialize in showing people how to take control of their financial picture and how they can build wealth for both individuals and especially the small business owner. Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice. I am very committed to continuously expanding my understanding and knowledge of my client’s needs and concerns daily so I can address them properly and help direct them in the right directions. I am a firm believer that all types of financial and insurance instruments should be explored and considered when developing a solid financial plan for each of my clients. Everybody’s situation is different in many aspects, so it is vital to review these instruments with each new client and with my existing clients on an annual basis to ensure they are well prepared. Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice. Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.