Planning for retirement is about more than just saving. It’s about having peace of mind. If you’re newly retired or just beginning to map out your future, working with a trusted financial planner can make all the difference. In Jacksonville, several firms specialize in guiding retirees through key decisions like income planning, tax strategies, healthcare costs, and legacy preservation.
We asked several Jacksonville area residents to tell us who they use for their personal financial planning. Here are six firms that made the list.
Life Planning Partners
Blending medical and financial expertise for holistic elder planning. lifeplanningpartners.com
Paragon Wealth Strategies/Mercer Advisors
Fee-only planners providing tailored retirement, Social Security, and legacy solutions. merceradvisors.com
Stratton & Company
Known for the “Retirement Clarity Process” to optimize income and reduce risks. retirementteam.com
JL Smith Group
Offers tax planning, estate strategies, Medicare navigation, and wealth management under one roof. jlsmithgroup.com
Riverplace Capital
Family wealth planning, private investment plans, small business advisory and portfolio management. riverplacecapital.com
Edward Jones
Retirement accounts, annuities, bonds, CD’s mutual funds, investment strategies. edwardjones.com
The financial planners listed in this article were shared by readers and are provided for informational purposes only. Inclusion does not constitute an endorsement or recommendation by the publisher.
Readers are encouraged to conduct their own research and consult with a qualified professional before making financial decisions.
