Our job is to make YOUR JOB... Optional!

General Info

We are an independent, fee-only Wealth Management firm staffed by CERTIFIED FINANCIAL PLANNERTM professionals specializing in successful retirement strategies. We take the time to get to know you - to understand who you are, where you are now, where you want to go, and what gaps may be holding you back from achieving your goals. As your Financial "General Contractor," we coordinate a team of highly specialized professionals such as CPA's, attorneys, and risk management specialists to assist you in achieving a successful retirement experience.

HoursOPEN NOW

Regular Hours:

Mon - Fri	9:00 am - 5:00 pm
Sat - Sun	Closed

Contact Info

Phone:

Main - 904-861-0093

Extra - 904-309-6585

Extra - 904-309-5400

Address:

10245 Centurion Pkwy N Ste 106 Jacksonville, FL 32256

Email:

Contact Us

Link:

Fee Only Certified Financial Planners

Categories

Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments

Services / Products

We are an independent, fee-only Wealth Management firm staffed by CERTIFIED FINANCIAL PLANNER professionals specializing in successful retirement strategies. Please visit our website at http://www.WealthGuards.com for detailed information.

Payment Options

visa, master card, check

Accreditation

FPA, NAPFA

Associations

We require our financial advisors to have, at a minimum, the CFP (Certified Financial Planner) designation as a starting point.