Investment Planning

Your account has earned some money the last nine years in the bull market. Have you compared your portfolio to investment benchmarks to see how it has done? When have you looked at your overall asset allocation? Have you broken down the fees you are paying for each fund/investment type you are in? Are your funds in commission based products or what kind of products are you in? These are all investment planning questions we can help you answer.

Jacksonville Financial Planner and LPL Financial do not provide legal advice or tax services. Please consult your legal or tax advisor regarding your specific situation.

Jacksonville Financial Planner

14912 Corklan Branch Circle
Jacksonville, Florida 32258
Phone: (904) 233-1888

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