North Florida Monday Management provides personal tax preparation for families throughout Florida and around the country. We are proud that nearly all of our clients have been referred to us by existing clients. There is no bigger compliment than having our clients recommend us to others. Unlike some of the big names, we don’t just set up shop for the season and then disappear until the next tax year. We
How well you “sleep at night” is very important to us. The most important thing we can do is make sure you understand your options for investing and saving and are comfortable with the strategies for your personal retirement plan. There are many choices out there and ways of investing. New approaches come on the scene every year. Each method is designed to create options that fit an individual’s comfort
Now that you are in retirement, your goals have changed. It may no longer be about accumulation, but about preservation and protections. Let us help you wisely manage your assets so that you can continue to enjoy the lifestyle you have worked hard to create for you and your family.