Guiding Successful Retirements Since 2004 Wealth Management & Financial Planning in the Jacksonville and St. Augustine areas

Our Services
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Get to Know the First Coast Crew

Our team has your goals front of mind. They have knowledge and experience, but most importantly, they listen. They help steer you toward your dream retirement.

Meet Our Team
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Your Journey Is Just Beginning

We’re honored to walk alongside you. With our Voyager Plan, you’ll enjoy:

  • A long-term partnership: We regularly review your strategy as your life and goals evolve.
  • Direct advisor access: Reach out anytime between appointments.
  • A welcoming community: Join exclusive client events, from workshops to ball games.

Want the full picture? Visit our Financial Services page.

Our Services

Many of our clients had questions when we first met: OUR FOCUS IS ON OUR CLIENTS.

Voyager Planning Process

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CHART

CHART

You tell us about your goals, concerns and ideal retirement.

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NAVIGATE

NAVIGATE

We assess your risk and find potential gaps and opportunities based on your current position.

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VOYAGE

VOYAGE

We build and implement a long-term strategy and set out on our journey together toward a fulfilling retirement.
 

OUR GOAL

 Our mission is to help you into and through retirement — and to help you achieve the retirement of your dreams.

Let's Get Started
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Learn to Navigate a Modern Retirement

Today’s retirees face challenges previous retirees never had. Longevity, market volatility and disappearing pensions are just a few of the problems facing people preparing for retirement.

Kyle Boston’s book uses real-life stories to help you confront those challenges head-on so you can approach your retirement with confidence.

Fill out the form below to receive the first chapter at no charge.

Get The First Chapter Of "The Retirement That No One Prepared Your For"

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Making Sense of the Market

Market volatility is a common concern for today’s retirees. At a time when swings can happen in an instant, context is vital. We keep a close eye on the markets and provide regular updates and analysis with our YouTube Market Watch video series.

See Previous Episodes

Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

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UPCOMING EVENTS:

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Ready to Learn How We Can Help You?

Whether you need a 15-minute call for more information or you’re ready to meet with an advisor, we’re excited to hear from you. We are available by phone, in person or by virtual appointment.

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