We meet to understand your objectives and goals. Then, we analyze your cashflows and investments which form the bedrock of our foundational scenario. This framework serves as a reference point, helping you make data driven financial decisions.
We’ll help you determine if you are adequately protected against known risks and identify any unnecessary coverage that might be costing you money. We conduct a thorough evaluation of your property and liability insurance, life insurance, disability coverage, long-term care policies, and more.
Our goal is to help you minimize your tax burden and maximize your overall financial well-being. We meticulously analyze your income tax return and compensation program to identify potential tax strategies that are suitable for your specific tax bracket.
We understand the significance of estate planning in preserving your legacy and ensuring your loved ones are cared for according to your desires. We review your documents to ensure that they reflect your intentions. We analyze the distribution of your assets and evaluate potential tax consequences.
You can understand a lot about us through insights shared by our current clients. These authentic reviews mirror the care that we provide. While we encourage clients to post reviews, we provide no compensation nor exert any editorial control over their feedback. Explore their genuine opinions below.
We have been extremely fortunate to have ACT Advisors manage our investments for over 5 yrs. Patrick Latta is brilliant & their staff professional and customer service oriented. So glad we found them.
Two years ago I was injured on the job and faced forced Retirement due to eventual medical termination. I had worked with Dino Dziergas a few years earlier in financial planning and had developed confidence and trust in his knowledge and ability to guide me through the investment world. I reached out to Dino and he has been invaluable in support, guidance and a secure feeling that I will survive this next phase of my life. I’d confidently referred anyone to Dino!
Sincerely, Dorothy
ACT Advisers has managed my money for a couple years as created a sound long term financial plan. The results have been great. They advised me on strategies to save on taxes and modeled the financial impact of buying and selling real estate as we first bought a second home and are now building our dream home on Amelia Island. They have been superb in all respects. I highly recommend them.
Pat Latta has been our advisor for many years. Respect and Trust in him goes without saying. We look forward to seeing him every time we have an appointment. He has always given us great advise. Thank you so much, Mr. Latta.
Always,
Tom and Ginny
Linda Long
May 6, 2025
Dorothy Allen
August 27, 2024
Steve Harkins
May 27, 2022
Tom Acker
May 27, 2024
At ACT Advisors, our investment committee works to craft investment portfolios tailored to your unique circumstances. Whether it’s aligning with your financial objectives, risk tolerance, or existing investment mix. We have a keen focus on minimizing costs to help optimize returns. Our investment screening process is designed to reduce all expenses, including management fees, tax drag, and structural inefficiencies. These are just a few of the strategic approaches we implement in our carefully constructed wealth portfolios.
This investment strategy involves owning individual securities directly. It allows for custom tailored portfolios and can offer greater tax efficiency through tax-loss harvesting at the individual stock level.
This proactive investment strategy strategically sells underperforming assets in order to offset capital gains.
Our stock and bond rotation strategies involve shifting assets between different sectors based on market conditions and indicators.