Where We Work

Our office is in St. Augustine, a few minutes from the historic district. This is the community we work in.

Ponte Vedra Beach sits at the northern end of St. Johns County, closer to Jacksonville than to St. Augustine. If your career ended in a senior role, your retirement probably has more moving parts than most.

Nocatee is a master-planned community straddling the line between St. Johns and Duval counties. Much of it is new, and so are a lot of the people living in it.

Palm Coast is a place people move to on purpose, usually with retirement in mind. By the time we meet, the question is whether the plan that justified the move still holds.

Jacksonville is a working city rather than a retirement destination. The question here is usually whether what you have built for twenty-five years will do what you think it will, and what to change in the years you have left at full salary.