Independent Financial Advice and Multiple Strategies

We are an independent financial services practice.  Our entire process is centered around understanding what is important about your financial future.  Our recommendations are based on our knowledge of you and your family, your overall financial situation, and the expectations you have for our practice.

This all begins with defined fundamentals and a focus on the basics. Due to Ocala Capital LLC being completely Independent, not driven by a proprietary company, we are able to offer a wide variety of investment opportunities to meet your needs. You will always receive suggestions and choices that are responsible and appropriate. Our services are delivered in a variety of ways with both fee based and direct investments, or a combination of both.

Right now there is a strong possibility you have many financial “To Do” items that you have been thinking about for a long time.  Together we can get those things done.  We simplify what might be challenging and make things easy.  We eliminate the mystery of getting those things done…the forms, the phone calls, the follow up it takes put your financial house in order…signature ready for you.

Investment Fundamentals

Discovery Meeting and Information Exchange

  • What is most important to you about your investments and your future?
  • What is on your Financial To Do List?
    • Retirement
    • 401(k) Rollover
    • IRA Consolidation
    • Current/Future Income
    • Education
    • Legacy and Estate Planning
    • Long-term Care
    • Travel
    • Other

Asset Allocation Strategy and Risk Tolerance

  • What is your appropriate “Asset Allocation” strategy?
    • Diversification and Investment Balance

Independent Investment Analysis

  • Portfolio Analysis of Current Investments
    • Is what you are doing today appropriate for you?
  • Portfolio Comparison
    • Current and Recommended
  • Annual understanding of your investment strategy
    • Monitor and rebalance
Investment Services

Fee Based Wealth Management

  • Advisor Managed Portfolios
    • Stocks, Bonds, ETF’s, and Option Strategies
  • Third Party Portfolio Strategists
  • Separately Managed Accounts (SMA)
  • Unified Managed Accounts (UMA)

Direct Business

  • Appropriate Financial Products Through Multiple Providers
    • RIETs
    • Mutual Funds
    • Closed End Funds
    • Open End Funds
    • College Savings Plans – 529 Plans
    • Annuities
    • Life Insurance

Reporting and Service

  • Personal Service
    • Advice on many issues related to your Financial Future
  • Consolidated Investment Statements
    • Details and Investment Account Tracking
    • Client Electronic Accessibility – 24/7