Coronavirus Aid, Relief, and Economic Security – CARES

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Need help with the SBA Loan or PPP Application?  We’re here to help.

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Our Mission

We serve our clients by equipping them with the tools and education to make their financial goals a reality.

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.

Becoming a Virtual Business

Becoming a Virtual Business

Are you like so many of us around the work, suddenly working from home? Are you in your kitchen, living room, or even bedroom? Maybe your laptop is propped on some boxes, that TV tray just became a work desk, or you’ve rigged up a desk lap to become your own filming studio.


Welcome to virtual office work.

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Meet the Team

Meet the Team

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

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About Us

About Us

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

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Our Mission

Our Mission

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

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Services

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