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A Financial Firm With

Authentic Advice in an Ambitious City

Dentists | Attorneys | Entrepreneurs


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"It's not how much money you make, 

but how much money you keep, 

how hard it works for you, 

and how many generations you keep it for."

~Robert Kiyosaki

Here's what you can expect from us


transparency

Straightforward.  We want you to see right through the process. That includes our compensation. 


availability

You can reach us when you need us. We are committed to being responsive. 


trust

We provide you with solutions based on our values of trust and reliability. 




See what we can do for you

Financial Solutions Integrated For You

financial review

    detail    

We provide assistance in reviewing your financial documents to make sure you are heading in the direction of your goals.

 

retirement solutions

    detail    

We help you understand your retirement income options early on in order to help maximize your earnings later on. We help you maintain during retirement the quality of life you are accustomed to, without sacrificing the lifestyle you enjoy today.

 

business transition

    detail    

You have spent years building your business from the ground up, and now its time for you to enjoy the fruits of your labor. As you head towards retirement, we want to help you with the exit-strategy from your business, in a way that preserves your legacy.

 





tax strategies

    detail    

We use our knowledge and experience to determine which tax strategies are best for your financial situation. Protecting your wealth from unnecessary taxes means being able to use that money towards the things that matter most to you.

 

investments

    detail    

Growing your net worth is important. We analyze and discuss the investment options that best suit your risk tolerance and personal goals as you head toward retirement.

 

insurance

    detail    

he best teams are built from the defense. Whether it is Life, Disability or Long-Term Care Insurance, we team up with some of the most reputable companies to offer you the best coverage available.

 





Life's too short to hang out with people who aren't resourceful." 

Jeff Bezos

Ivanhoe Sánchez Photo

Ivanhoe Sánchez

Founder & CEO

His journey started seventeen years ago. Accountant, Financial Manager, Sales Director and Consultant for Book Stores in Latin America and the Caribbean -- his previous stepping stones. Five years ago, Ivanhoe decided to take his knowledge and experience with organizations to the Financial Industry, and since then has been helping individuals, families, and business owners make better financial decisions. In an effort to better serve his clients, Ivanhoe ventured out and founded Outright Financial Strategies, an independent financial services firm. Ivanhoe is passionate about serving his community and has held positions on the Board of several non-profit organizations, such as his local Church and Community. He lives in South Florida with his two precious daughters.

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You may delay, 

but time will not. 

-Benjamin Franklin

Let's chat about your dreams...now





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