Broker Check

Rightsizing for Retirement A Fruitful Retirement: Social Security Benefit Investments

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. 

Helpful Content

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

 

9 Facts About Social Security

There are things about Social Security that might surprise you.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

View all articles arrow

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Rightsizing for Retirement

What does your home really cost?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

View all videos arrow