Jax Wealth Advisors
(904) 296-7526 (904) 296-7525 3840 Belfort Road, Suite 103, Jacksonville, FL 32216 M-Th 8am-5pm, F 8am-4pm, Sa-Su Closed Official site
Categories: Financial Planning
Retirement is a celebration, a new chapter in your life. You want to focus on what is most important to you: travel, friends, family, and seeking your own personal purpose. We know moving into retirement can be challenging, trying, and often confusing. Our experienced planning team will help prepare a financial strategy in line with your own personal values and goals. We believe retirement planning is effectively managing the income needed from your life's work. We can help you unravel the maze of confusion from complex IRA rollover and transfer rules to creative estate planning strategies. It is not our goal to become the largest financial advisory firm in town - just the best. We love what we do. We enjoy working with financial matters, but we don't consider numbers to be our business. People are our business. In fact, our best day is a day spent meeting with our clients. As a small team of skilled professionals, we are involved with every one of our clients and we plan to keep it that way! What that means to you is that we are committed to your personal situation and you will always remain one of our most important clients. We are committed to long-term relationships that mature and grow with your assets.
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