Wealth organization
Coordinates assets, insurance, liabilities, and estate documents.
Jax Wealth Advisors
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About Jax Wealth Advisors
Independent financial advisors provide customized financial planning and wealth management for individuals and families. The firm's Proactive Wealth Management Solution organizes assets, insurance, liabilities, and estate documents to help integrate financial matters. Planning services address financial goals, retirement income, estate arrangements, taxes, and insurance. The team takes a consultative approach to creating plans and works with clients' estate planning attorneys on document preparation and review. It also helps clients navigate IRA rollover and transfer rules and develop strategies aligned with personal values and goals. Retirement planning takes a long-term view, with attention to the income needed after leaving work. Jax Wealth Advisors serves clients in Jacksonville, Florida.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Retirement planning
Plans for retirement income and life after work.
Estate and tax planning
Reviews estate situations and helps plan for taxes.
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