CERTIFIED FINANCIAL PLANNERS (CFP®) SERVING JACKSONVILLE AND PONTE VEDRA BEACH

IS YOUR JOB... OPTIONAL?

Hopefully, if you have a job, you enjoy it! But, is your JOB… optional?

If you are not yet retired, our job is to help get you where you can retire on your own terms, without worries about cash flow, retirement income, or retirement health care costs.

If you are already retired - our job is to help give you the confidence to live out your days knowing that, while you may work again if you choose to... you will never have to.

In short - Our job is to make YOUR job... optional!

We earn no commissions. We have no sales quotas. We are fiduciaries - legally obligated to put our clients’ interests ahead of our own.

Our goals are simple. Maximize your wealth. Make your Job… OPTIONAL.

Helping to optimize your retirement is our specialty.

If you feel Wealth Management may be right for you, please visit our Wealth Management Page to find out more!