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.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Bonds may outperform stocks one year only to have stocks rebound the next.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Smart investors take the time to separate emotion from fact.
There’s an alarming difference between perception and reality for current and future retirees.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What does your home really cost?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate