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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
Understanding mandatory retirement account withdrawals. Provided by Brower Financial Group If you are approaching your seventies, get ready for required minimum distributions. You may soon have to take RMDs, as they are called, from one or more of your retirement...
In this month’s recap: Stocks fell as growing recession talk prompted investors to manage risk in their portfolios. Monthly Economic Update Presented by Brower Financial Group, July 2022 U.S. Markets Stock prices were lower in June as recession talk prompted investors...
In this month’s recap: A powerful late-month rally helped recoup losses from earlier in the month. Monthly Economic Update Presented by Brower Financial Group, June 2022 U.S. Markets Stocks were mixed in May as a powerful rally in the final week of trading helped...
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.