Imagine Financial Security

With over 14 years of experience, we specialize in planning for retirement, tax optimization and investment management. We are a flat fee-only, fiduciary financial advisor, and pride ourselves in being able to provide objective advice without the conflicts of interest. Our firm serves clients locally in the Jacksonville, FL area, as well as across the US virtually.

Our specialties include:

Retirement Income

Social Security

Tax Optimization

Investment Management

Roth Conversions

Required Minimum Distributions

Charitable Giving

Long-term Care and Life Insurance

Estate Planning