FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

The Facts About Income Tax The Power of Tax-Deferred Growth Bridging the Confidence Gap Tuning Your Social Security Benefit

Are You Prepared for Tax Season?

This 2020 Tax Planning Guide will help to equip you in preparing for the upcoming tax season. This informative and comprehensive guide explores the nuances of the tax code and how you can take advantage of changes. This will help you make end-of-year preparations, find direction through the complexities of filing taxes in early 2020, and provide easy tips for looking ahead to future tax preparations.

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Understanding Today's Financial Environment

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

This Weeks News Update

Once a week Robert Mills creates a video so you get to keep up with information on the big economic events of last month, while also helping see the significance behind the headlines.

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Meet the Team

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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About Us

We create strategies that are tailored to your needs and goals.

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Our Mission

Years of experience have prepared us to guide you through your life transitions.

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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Palatka Office

1419 Reid Street
Palatka FL 32177

Toll Free: 844-843-9855

Office: 386-336-9051

Office Location

St. Augustine Office

1 News Place, Ste D
St Augustine FL 32086

Toll Free: 844-843-9855

Office: 904-376-7336

Office Location

Fleming Island Office

3168 US Hwy 17 S., Ste D
Fleming Island FL 32003

Toll Free: 844-843-9855

Office: 904-688-0066

Office Location

Pensacola Office

1306 E Cervantes St.,
Suite B
Pensacola FL 32501

Toll Free: 844-843-9855

Office: 850-208-3839

Office Location