Are you planning for retirement?

We are a flat fee-only, fiduciary financial advisor specializing in retirement planning, tax optimization and investment management.  We serve Jacksonville, FL and St. Augustine, FL locally and across the United States virtually.

Why Work With Us?

Fiduciary Standard

As a fiduciary financial advisor, we have an obligation to put your interests ahead of our own.  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 financial planning needs instead of sales quotas. 

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 plan for retirement without a certified professional?

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Our Story

The decisions you make in the final stretch preparing for retirement are critical, and the amount of information out there can be overwhelming. The question is, how do you put the pieces together and apply what is relevant to your situation?  Furthermore, the industry is littered with financial professionals who have more of an incentive to sell you something instead of providing advice.  This is why I launched our firm as a Flat Fee-Only Financial Planning firm, so we can eliminate those conflicts of interest, and focus on the advice that fits your goals!  We can work with you locally in the Jacksonville, FL or St Augustine, FL areas, as well as across the country virtually! 

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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.

Kevin

Founder & Financial Planner

Jessica

Director of Operations & Client Support