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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
Federal law says you can, but you may want to think twice about it. When President Trump signed the Tax Cuts & Jobs Act into law late in 2017, new possibilities emerged for the tax-advantaged investment vehicles known as 529 college savings plans. Funds from these...read more
In this week’s recap: a consumer spending miss, a slight decline in confidence, a wave of new home buying, and the end of a good quarter for equities. INCOME AND SPENDING RISE, ALONG WITH CORE INFLATION According to the latest monthly Department of Commerce...read more
To consolidate or not: that is the question. Some couples elect to consolidate their personal finances, while others largely keep their financial lives separate. What choice might suit your household? The first question is: how do you and your partner view money...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.