Professional Tax Preparation, Wealth Management and Financial Planning
North Florida Money Management is unique because both Alan and Kris are tax preparers, as well as investment and financial planning professionals. Professionals that hold both designations are few and far between. Through our Wealth Management Services, we create long term relationships with our clients and 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.
We are proud to say that our business has grown because of personal references from satisfied clients. These clients appreciate the partnership they share with us and the convenience of having the same professional guiding them in both taxes and investments. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.
Call or email us today to set up a consultation.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Second marriages are a trigger event to revisit any existing estate strategies.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
When considering life insurance, it's important to understand your options.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Taking your Social Security benefits at the right time may help maximize your benefit.
How do the markets usually react to elections? Was the 2016 election any different?
A bucket plan can help you be better prepared for a comfortable retirement.
Do you have causes that you want to support with donations?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.