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Sound financial planning you can count on.
An organization is only as strong as its roots. For six generations, our families’ Florida roots have guided our approach to life and community service. As a financial partner to hundreds of families and organizations for more than 25 years, we understand what is most important to you.
We specialize in:
- Personalized financial, retirement and investment planning
- Individual Investment Accounts (including brokerage, IRA, Roth IRA, 529)
- Individual Insurance (including life, disability, long-term care)
- Group Retirement Plans (including 401(k), 403(b), and profit sharing plans
- Group Medical, Dental, Life, and Disability plans
Latest News & Information
Some specifics about your “second act.” Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you. Up to 85% of a retiree’s Social Security income can be taxed. Some...read more
Avoid these situations, if you can. Provided by Brower Financial Group Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy. Yes, the...read more
Values can help determine goals & a clear purpose. Some millionaires are reluctant to talk to their kids about family wealth. Perhaps they are afraid of what their heirs may do with it. If a child comes from money and grows up knowing they can expect a sizable...read more
We believe in being a supportive and active part of our community.
TaxSlayer Bowl Committee
We proudly serve the TaxSlayer Bowl as a committee member. The committee supports local youth and other programs throughout the year.
Jacksonville Historical Society
We proudly support the Jacksonville Historical Society, and organization dedicated to preserving the history of northeast Florida and educating citizens about culture, architecture and history of the area.
Dream Coat Society
We support The Dream Coat Society, who provides funding to support patient care, teaching, research and advocacy.