Get Retired… Stay Retired.
 
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CERTIFIED FINANCIAL PLANNERS (CFP®) SERVING JACKSONVILLE AND PONTE VEDRA BEACH

Certified Financial Planner in Jacksonville & Ponte Vedra - stock imagery of a couple in lawn

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 get you where you can retire on your own schedule, 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 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!

 
 

The FREEDOM to do as you please, when you please, for whom you please.  

That Is What FINANCIAL INDEPENDENCE Feels Like
 
 
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Wealth Management - A key to financial independence in retirement

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.

Optimizing your retirement is our specialty. Watch the video at the right to see how we do it.

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

Services We Provide 

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case studies - examples of how we may help

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Financial Blog

Interesting Videos

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Where to find us…

10245 Centurion Pkwy N. Ste. 106
Jacksonville, FL 32256

Phone: (904) 861-0093
Fax: (904) 861-0098
Email: info@WealthGuards.com
Jacksonville & Ponte Vedra Financial Advisors