Tax Planning

We work with your accountant to ensure you are maximizing your individual and business retirement accounts. We work with your accountant and help you invest your required minimum distributions. Are you maximizing the deferrals you can take through your business? Are you maximizing your personal deferrals?

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

Copyright © 2024 - All Rights Reserved
Designed By Ocean Web Design

bc logoCheck the background of investment professionals associated with this site on FINRA's Broker Check

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CO, FL, KS