At our core, we firmly believe it’s all about "Empowering Your Present, Envisioning Your Tomorrow."

It's not just a slogan; it's a powerful mantra that drives us to empower you with the tools, knowledge, and guidance to embrace a fulfilling, prosperous life and retirement journey. With our unwavering commitment, we will craft a custom-tailored plan that aligns with your dreams and aspirations, setting you on a path to financial freedom and a life filled with purpose and joy. Together, we will embark on this empowering journey, helping to ensure that every day supports you in fulfilling your aspirations, and at the same time brings you closer to a retirement that is nothing short of extraordinary. Your future begins now, and we are here to help you embrace it with confidence and inspiration.

561.827.6287

Helping Clients for Every Season of Life

We understand the tools and strategies that get you to retirement aren’t always the same ones that carry you through retirement. That’s why our A.R.M. Your Future process is personalized to your unique situation, season and dreams.

Our unwavering goal is to safeguard and grow your wealth, and empower you with stable retirement income streams that support your desired lifestyle. Through meticulously crafted and personalized investment strategies, we help pave the way for you to achieve and surpass your objectives with confidence and financial abundance.

A.R.M. Yourself with Confidence

Don't be caught off guard.

Embrace every season of life with confidence and purpose. Whether you’re ready to ride into the sunset or eager to keep charging ahead, our A.R.M. Your Future process is tailored to help you pursue your life goals and dreams with an indomitable spirit.

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ssess goals and strategies

Assess goals and strategies

Embark on a journey with us to assess your goals and strategies for your future. By connecting, we’ll gain a profound understanding of your aspirations, and you’ll learn about our unwavering dedication to crafting personalized financial and retirement plans. Share your dreams and current situation, and we’ll work to design comprehensive strategies to help successfully propel you through life and into a prosperous retirement. At our core, we are committed to your financial well being.

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eady and steady on your journey

Ready and steady on your journey

This is where we work together to identify prudent financial and retirement strategies to prepare a plan designed to help work toward your goals. No matter what events, transitions or challenges you encounter along the way, we’ll create financial strategies designed to minimize risk, help preserve assets and help grow your money confidently to support your desired lifestyle.

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ove ahead confidently

Move ahead confidently

After taking a final look at your A.R.M. Your Future strategy and making any necessary adjustments, you can pursue your opportunities with confidence. And if your situation ever changes, we’re here to help adjust your strategy while keeping your end goals in mind.

*Assets Risk Management is our firm name and does not promise or guarantee investment results .

A.R.M. Your Future is our process name. It does not promise or guarantee investments results .

Grow Your Income

Retirement Income Strategies

Unlike the working years, where you’ve likely drawn a regular paycheck, at retirement it’s time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won’t outlive? We can help.

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Grow Your Income

Wealth Management

We offer a suite of services to affluent clients who are looking for a holistic approach to their financial future, all in one place. We’ll help you with comprehensive guidance to help reach the goals and dreams you’ve been envisioning.

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Grow Your Income

Annuities

Annuities are financial tools that can help you create a stream of income that you can’t outlive. But today’s annuities aren’t like those of your parents or grandparents. There are many ways to tailor annuities to fit your needs. We’ll help you compare your options.

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Grow Your Income

Investments

Whether you prefer to “set it and forget it,” or you want to more actively participate in your investments, we can help you design an investment strategy that matches your risk tolerance and goals. And we know that risk tolerance changes as life happens — so we plan for that, too.

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Grow Your Income

IRA/401(k) Rollovers

We can help you evaluate your current IRAs and 401(k)s to determine if a rollover is appropriate for your situation. Whether you’re looking to access the tax-advantaged options a Roth IRA provides, to consolidate accounts or to explore other savings avenues, we can help.

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Preserve Your Assets

Asset Protection Strategies

We keep our eyes on the horizon so you can enjoy your retirement. We’ll design a strategy to help you minimize risk: including the risks of market loss, inflation or liquidity (not having cash accessible when you need it).

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Preserve Your Assets

Life Insurance

Life insurance can play an important role in an overall financial strategy — both to protect yourself and your loved ones should the unthinkable happen and in some cases to help preserve your assets for future generations.

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Preserve Your Assets

Tax-Efficient Strategies

Taxes can take a bigger bite out of your retirement income — or your legacy — than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.

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Pass It On

IRA Legacy Planning

How you approach your financial planning today defines what your legacy to your loved ones will look like after you’re gone. We can help you understand and employ strategies to help ensure your assets are passed to those people or causes you love.

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All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified tax professional for guidance before making any purchasing decisions.
Insurance products are offered through the insurance business Assets Risk Management. Assets Risk Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Assets Risk Management are not subject to investment advisor requirements.

Motiv8 Investments is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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Warranties

There are no warranties implied.

Disclosure

Motiv8 Investments (“RIA Firm”) is an investment adviser located in Port Saint Lucie FL. Motiv8 Investments may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Motiv8 Investments’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Motiv8 Investments web site on the Internet should not be construed by any consumer and/or prospective client as Motiv8 Investments’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Motiv8 Investments with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Motiv8 Investments, please contact the state securities regulators for those states in which Motiv8 Investments maintains a registration filing. A copy of Motiv8 Investments’ current written disclosure statement discussing Motiv8 Investments’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.govor from Motiv8 Investments upon written request. Motiv8 Investments does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Motiv8 Investments’ web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.


This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered and sold through Athletes Risk Management or “A.R.M.”.