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.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Military families face unique challenges, making personal finance even more critical.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Understanding how a stock works is key to understanding your investments.
What does the Tax Reform and Jobs Act mean for you?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
What does your home really cost?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
When do you need a will? The answer is easy: Right Now.
How do the markets usually react to elections? Was the 2016 election any different?
Pundits say a lot of things about the markets. Let's see if you can keep up.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.