Jacksonville Florida

Your trusted financial team


Retirement Planning

Retirement is a new journey filled with adventure and excitement.  It can also be quite unnerving given the uncertainties of the stock market, health care risks, longevity risk and not earning a paycheck any longer. We use an ongoing process to ensure that you can achieve all of your Needs, Wants and Wishes without running out of money.  Our process includes:

  • Defining what goals are most important to you
  • Improving the probability of success in achieving your goals
  • Aligning your investment strategy with your risk tolerance and financial goals
  • Creating an Income Plan
  • Reducing your tax burden
  • Stress Testing Your Retirement Plan