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3 = Growth
6 = Family Life
9 = Philanthropy
Jacksonville, Ponte Vedra Beach, & St. Augustine
BASED FINANCIAL SERVICES

Our Ponte Vedra Beach based firm serves all of the Jacksonville and St. Augustine areas. We will help create a custom investment plan, specifically tailored to your needs so that you can live a life with financial freedom. This will ensure your investments are a perfect match to provide you with longlasting success.

 

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Investment Management

We use a combination of software from BuildAlpha by David Bergstrom, and Life Cycle Investing, developed by Yale Professors Barry Nalebuff and Ian Ayres, in order to create a customized investment strategy for our clients.

401K Rollovers

By the time you reach retirement, you will have saved nearly 10 times your salary saved in your 401(k) or other retirement plans. In order to ensure you will have a successful retirement plan, making the correct decision with your 401(k) is vital.  Most financial advisors are going to automatically recommend that you move your 401(k), 403(b), 457 plan, TSP, or another retirement plan because that’s what is in their best interest. We will look at all the viable options to ensure we’re making the correct decision for your future.

Tax Planning

Tax planning is one of the many areas that goes overlooked during investing. Knowing the difference between the capital gains tax rates and how to utilize tax harvesting may allow you to avoid certain taxes.  One study showed regular tax-loss harvesting could increase long-term average annual investment returns by up to 1.55 percent!

Wealth Management

A majority of American Households own mutual funds to invest their wealth. Despite this being the norm for most investors, investing in mutual funds actually may be working against you due to over diversification. This is one of the many possible advantages of building a custom portfolio to tailor your needs, not your advisor’s.

Retirement Planning

Life is about the journey, not the destination. Retirement is no different. Whether you’re looking to travel the world or spend time with family, many people ask themselves, “Will I be able to retire?” That’s where we’re able to help guide you so that you’re able to spend your money guiltlessly within retirement.

Fiduciary Financial Planning

Failing to plan is planning to fail. When it comes to financial planning, we act as a fiduciary, which means we have a duty of good faith to put your best interests ahead of our own. Without having a target to hit, it’s going to be extremely difficult in order to live a life with financial freedom. Thus, knowing exactly which actions to take is paramount to your success.

REQUEST A FREE CONSULTATION

Fill out our simple online consultation request form to get started.  There is no obligation. One of our team members will contact you to setup a convenient time for your consultation. Our dedicated staff is here to answer any questions you have.

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