Professional Tax Preparation, Wealth Management and
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.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
This worksheet can help you estimate the costs of a four-year college program.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
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.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
You’ve made investments your whole life. Work with us to help make the most of them.
A bucket plan can help you be better prepared for a comfortable retirement.
What does your home really cost?
If you died, what would happen to your email archives, social profiles and online accounts?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Even low inflation rates can pose a threat to investment returns.