Get Retired… Stay Retired.

We are excited to now be a part of Mercer Advisors.

The powerful combination of Paragon and Mercer Advisors will enhance our overall client experience and add new tools and services to an already robust offering.

 
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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!

 
 

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.

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!

Services We Provide 

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case studies - examples of how we may help

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Financial Blog

Interesting Videos

Life Stages Planning

most popular content

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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