Site MapHomeNewsClientsHow Do We Help You?Meet the TeamOur ServicesMediaNewsletter ArchivesHonorsPress ContributionsContact UsDocuments and FormsDisclosurePlanning FeesOur Investment PhilosophyEnd of Pre Paid Tuition Plans?Authored ArticlesOpportunitiesAssociate Planner Contact Us Contact us today with questions or to schedule an appointment.Phone(904) 448-5158Email[email protected]