Our Principle
We believe that education and understanding of your current financial situation is vital for making good decisions. We want you to be successful. If you have any questions about your current financial situation or wish to schedule an appointment, please send us an email or give us a call at (904) 296-3497.
Mission Statement
To listen intently and respectfully to my clients so that I can understand fully their unique set of values, concerns and goals.
To provide investment advice and recommendations that are appropriate to help address my clients’ needs.
To provide a sense of stability to all clients.
To be respected by my clients and peers through ongoing service and education.
To enjoy my business by developing friendships and genuinely helping others.
To provide a happy, healthy lifestyle for my family and myself.
Financial Assessments
We take the time to understand your unique situation before tailoring our recommendations specifically to you.
Our History
Years of experience have prepared us to guide you through life's transitions.