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A Financial Firm With

Authentic Advice in an Ambitious City

Dentists | Physicians | Attorneys | Entrepreneurs | Rollovers


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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

Hi and welcome!

My journey started seventeen years ago when I started as an accountant for a Latin American publishing company. I quickly learned to love numbers and strategy, and knew I would be working with numbers for many years to come. Following my years in accounting, I worked as a Financial Manager, Sales Director and Consultant for Small Businesses.

Five years ago, I decided to take the leap into the Financial Industry, and since then, I have been helping individuals, families, and business owners make better financial decisions in order to get them closer to their dreams.

My goal has always been to represent my the best interest of my clients and not the interest of any providing company in particular. That is why in 2018, I launched Outright Financial Strategies, an independent financial services firm offering a variety of solutions and options to my clients.  

Born and raised in Costa Rica, I now live in beautiful South Florida with my two precious daughters, and cater to my clients all throughout the United States.


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You may delay, 

but time will not. 

-Benjamin Franklin




MEET US

5310 NW 33rd Ave. Suite 206
Fort Lauderdale, FL 33309

CONTACT US

Ivanhoe@Outright.Financial
M: (786) 239 - 0230
O: (954) 633 - 2410 x 136

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