• Businesses! Complimentary Financial Review

    Offer Valid: 09/01/2022 - 09/30/2022
    Too busy for Financial Planning?
    As a business owner, we where many different hats. Usually the financial planning hat, takes a backseat. I partner together with your CPA, review financials, and put a primary plan in place for the business first. I look at business succession planning, protection, end of life goals, and taxation with your CPA. We can plan a quick call at your convenience. My office line is 904-312-3122. Ask for Maria. I hope I can assist in your future. 

    This Hot Deal is promoted by St. Johns County Chamber of Commerce.