36 We are a full service wealth management firm as both a Registered Investment Advisor (Toro Bravo Investment Advisors, LLC) and independent non-affiliated Broker-Dealer (Crown Capital Securities, L.P.) providing planning and investment services. This entails educating and advising on Social Security withdrawal strategies, retirement income planning/strategies/investments, estate planning, tax reduction planning, and investments of all sorts including but not limited to equity and fixed income investments, life insurance and annuity products, alternative investments, and private equity investments. There is also a focus on holistic financial planning where we are keen on helping clients define their goals, passions, and struggles to then help them achieve a high percentage chance of success with those things using financial modeling software
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