Are you planning for retirement?

We are a fee-only, fiduciary financial advisor specializing in retirement planning, tax optimization and investment management.  So, why don’t you skip the meeting with the commissioned sales person and learn how we can serve you.

Why Work With Us?

Fiduciary Standard

We serve you as a fiduciary at all times, so we have a legal obligation to always do what’s right for you.  Also, we don’t receive any compensation from third parties, ever!

Independence

We don’t represent any Wall Street or brokerage firms, so we can focus on your goals instead of sales quotas.  In other words, we work for you, not a suit in some conference room in New York.

CFP® Professional

The CFP® is the gold standard designation for comprehensive financial planning advice.  You wouldn’t fly with a pilot who didn’t have a license, so why would you trust your retirement plan with an advisor who isn’t certified? 

What is your retirement readiness score? Take a brief survey and get our fiduciary financial advisor's perspective!

Our Story

The decisions you make in the final stretch preparing for retirement are critical, but you can’t rely on advice from someone who is trying to sell you something you don’t need!  This is why I launched our firm as a Fee-Only Financial Advisor, so we can eliminate those conflicts of interest for good!  We serve clients locally in the Jacksonville, FL area, as well as across the country remotely! 

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How can we help you?

Retirement Planning

Tax Optimization

Income Distribution

Intergenerational Wealth Planning

Young Families and Professionals

MISSION STATEMENT

We strive to make a positive impact on the communities we serve, and ultimately leave the world a better place than where we found it.

The best Fiduciary Financial Advisor in Jacksonville, FL

Kevin

Founder & Director of Financial Strategies
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Jessica

Director of Operations & Client Support