Our comprehensive Wealth Management Services can guide you through complicated money issues.
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.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Lifestyle considerations in creating your retirement portfolio.
The uncertainties we face in retirement can erode our sense of confidence.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
This worksheet can help you estimate the costs of a four-year college program.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you have causes that you want to support with donations? Here are three tips.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A bucket plan can help you be better prepared for a comfortable retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.