When it comes to planning for your retirement,
Experience Matters
Our veteran wealth management team strives to provide unparalleled financial and retirement planning services.
The Client Experience
From your current situation to your retirement ambitions to the legacy you want to leave behind for your loved ones, you are at the heart of every point within our five-step financial planning process. Because, above all, your experience is what matters most.
I. Information Gathering
We start by gathering information to determine if and how we can help.
II. Analysis & Evaluation
We analyze and evaluate your data to formulate a strategy, then develop a proposal outlining how we intend to accomplish your stated objectives.
III. Presentation
Our proposal consists of multiple options for review and discussion. Potential strengths and weaknesses of each are covered in detail to facilitate the decision-making process.
IV. Implementation & Monitoring
We implement your chosen strategy by establishing all necessary accounts. We then monitor or directly manage your assets accordingly.
V. Review
At least annually, we conduct a review in person, by phone or web to evaluate our performance and assess the need for revisions.
What does it take to earn the designations held by some of our Jacksonville financial advisors and wealth managers?
CFP® Certification Requirements
CFA™ Curriculum Overview
Instant Download
Could you weather a market correction?
Get your copy of “Understanding Market Corrections.” This eight-page, easy-to-digest guide explains what a market correction is — and what it might mean for your investments. You’ll learn:
- The difference between a “market correction” and a “bear market” (and why it matters!)
- How a financial professional can help you assess your long-term strategy
- Five things to do during a market correction
Investing involves risk, including the potential loss of principal.
Check Out Our Full Suite of Services
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
Take the First Step Today
It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting with us.