Our Firm
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Retirement Planning
Tax Optimization
Income Distribution
Intergenerational Wealth Planning
Investment Management
Our People
Kevin – Owner & Financial Planner
Amy Levesque – Client Services Associate
Roberto Fortuna – Associate Financial Planner
Jessica – Operations and Marketing Support
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Jacksonville Florida
Your trusted financial team
Serving St. Augustine
Serving Jacksonville
Serving All of the United States Remotely
[email protected]
(904) 323-2069
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