Suite 600
Jacksonville, FL 32207
toll free: 800-446-6044
fax: 904-858-2390
- We have a variety of educational and reference items under brochures. These items should keep you informed and help save you time. Please contact us if you have questions.
- Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or Attorneys, to help you identify potential opportunities, reduce fees and simplify your life.
- For planning strategies to discuss with your Financial Advisor and tax professional before year-end, see the 2009 Year-End Tax Planning Checklist under the Financial Planning link.
2009 Year-End Tax Planning Guide (pdf)
On the Markets (pdf)
Why Plan for Long Term Care? (pdf)

