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Retirement Planning

North Florida Financial takes a hands-on approach to retirement planning and can help give you the security and flexibility you need to develop a customized retirement portfolio. Our in-depth knowledge and 33 years of experience in investment management, retirement planning, tax planning, estate planning and family financial planning (including life insurance & long-term care solutions) will provide the diversity you need in helping you towards the retirement you envision.

We also want to help ensure that you will maintain the same quality of life—or better—during your retirement, that you enjoy today. We will work closely with you to evaluate your current financial health, set your retirement goals, strategize on how we can assist you in achieving your goals and walk you through every step of the implementation process.

Education Planning

Parents provide the most influence on their child’s financial knowledge, attitudes, and behaviors. So, whether your child just graduated from high school or will be home soon from college for summer break, now is the perfect time to help him or her learn to manage money and exercise wise financial decision making. Not only do you need to plan for your children’s education, you also need to teach them to start early to plan for their future.

Tax Deferral Strategies

Saving and investing is a big job. Accounts that offer tax advantages can help, and can be a key part of an overall tax strategy. For investors, the key is to maximize the potential tax benefits.

  • Take advantage of retirement accounts
  • Invest in products that generate less taxes
  • Offset losses with gains and additional income
  • Match the right investment with the right client

Draw a Wealth of Knowledge From Our Professionals With a Complimentary Consultation!

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