Advice, Preparation . . . Results™

Season’s Greetings!

Can you believe we’re almost at the end of another year?  As we reflect on 2015 we are very grateful for your support, your business, and your friendship.

We hope you’re able to spend time with loved ones this season.  That’s our desire also, and several of us will be away.  Except as noted below, there will be someone in the office to serve you throughout the last week of the year.  If you call, please be prepared to share your need so we can redirect you if the person you called for is unavailable.

Holiday Closings

We will be closed all day

Christmas Eve, December 24

Christmas Day, December 25

New Year’s Day, January 1

From the bottom of our hearts we wish you a

Merry Christmas and Happy, Healthy, and Prosperous New Year!

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What Our Clients Are Saying

I am so much more comfortable with how our finances are now being handled. Thanks for your help!
Dr. Randy T. HodgesSenior Pastor HernandoChurch of the Nazarene

Frequently Asked Questions


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


Before making a serious and perhaps irreversible decision about shifting assets to other individuals, trustees, guardians or planning the transfer of your estate, consult a qualified professional about how to...



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


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