Why We’re Different
North Florida Money Management is unique because both Alan and Kris are tax preparers, as well as licensed investment professionals. We strive to create long term relationships with our clients where, working in partnership with you, we can advise you in all aspects of your finances. In addition to being tax preparers, we hold multiple licenses, including broker, advisory and insurance. We are not limited in our approach and have access to investment tools that others may not have. The benefit to you is more choices and the opportunity to use the right tool for the job at hand. Taxes and investments are inextricably linked. Working with people who are experts in both areas can benefit you long term.