Personal Financial Advisor in Jacksonville, FL

Partner with an advisor from Top Financial to achieve your financial goals. When you need a trustworthy personal financial advisor in Jacksonville, FL, you can rely on our firm. Our staff is highly qualified and committed to helping you build and maintain your wealth. With more than 25 years of experience in financial advising, we are prepared to take on any challenge you are facing. We work with both private individuals managing their personal finances and business owners. Your success is always our top priority, so you can count on us to provide you with nothing less than our expert opinion as industry professionals.

Personal Financial Advisor in Jacksonville, FLEveryone has different financial goals and many people find that their goals change over time. The best financial advisors are prepared to meet any challenge you may bring them. Whether you need advice about your home mortgage or you are thinking about starting a business, our staff members meet you where you are and provide all the information and guidance you need. Some of the most common issues we assist our clients with their savings, mortgages, tax planning, and estate planning.

Make Your Savings & Your Future Count

No matter what stage you are in life, you should be putting money away into a savings account or investment portfolio. Young professionals often save for down payments on homes. People further on in their career are usually saving for their children’s future college tuition and their own retirement. Even retirees need to make sure they put aside savings in case of an emergency or unexpected expense.

Working with a financial advisor allows you to determine exactly how much you should save, how much you should invest, and how much needs to remain available for your other financial commitments. Schedule a meeting at our firm and an advisor will sit down with you to go over your current expenses and your goals in order to develop a savings plan tailored to your lifestyle.

When you are ready to buy a home for the first time, our advisors are also prepared to help you. Buying a home is usually the largest purchase you will make in your entire life, so it is important to make sure you understand exactly what you can afford and the fine print on the mortgage you are signing. Our personal financial advisors work closely with you to determine if it is the right time for you to purchase property. If so, we’ll develop a mortgage strategy that fits your needs.

Plan Ahead for Tax Season and Beyond

Taxes are an unwanted complication in most people’s lives, but for some they are even more complex and time-consuming. If your financial situation makes doing your taxes burdensome, our team can help. We’ll develop a tax strategy that ensures you only pay out your fair share and nothing more. Furthermore, we are always available to answer your tax questions and recommend products such as life insurance policies and investments that keep more money in your pocket.

Our experienced financial advisors also assist with estate planning. No one wants to prepare for the end of their life, but by planning ahead you can significantly ease the burden on your loved ones. There are several considerations involved in estate planning: life insurance, creating a will, probate, and trusts. We are happy to advise you on these matters and point you in the direction of the appropriate legal aides when necessary.

Financial Advice Tailored for Business Owners

Business owners must contend with unique financial challenges. For example, most owners are self-employed, which makes filing taxes more complicated. Furthermore, business owners must ensure employees are paid on time and that their company has adequate insurance coverage. There is also the matter of determining what will happen with your business after you retire — or if something unexpected happens to you.

No matter what issues you are facing as a business owner, our personal financial advisors have the insight you need. We partner with you to outline your financial goals for your business and figure out the best methods for achieving them. Meet with one of our staff members today to get the guidance you need to take your business to the next level.

Get Started with a Free Consultation

Find out if our firm is the right fit for you by scheduling a free consultation with us. It is important to find a financial advisor you trust, so we are happy to meet with you, detail our services, and address any questions or concerns you have.

During your free consultation, we discuss what you hope to get out our financial planning and advising services. By learning about your goals, we accurately determine how our firm can assist you. We look forward to getting to know you and helping you achieve your short-term and long-term financial goals.

Contact us to schedule a free consultation with a personal financial advisor from our team.

We proudly serve clients throughout Jacksonville, Florida, and the surrounding area.