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What if I have estate, gifting or asset protection concerns?

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What Our Clients Are Saying

I have personally known Mark Patrick since 1988. I have worked with him both professionally at the corporate level and personally as he has been my accountant. It is without hesitation that I would re…
Edmond P. Nash

Frequently Asked Questions

Q.

How can I increase my child’s financial aid?

A.

Several strategies exist that may increase the amount of aid your child is eligible for:

  • Try to avoid putting assets in your child’s name. Investments owned by a child can impact...
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Locations

4029 Atlantic Boulevard, Jacksonville, Florida 32207
6000-A Sawgrass Village Circle, Suite 1, Ponte Vedra Beach, Florida 32082

 

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