Frequently asked questions
What does it mean to be an Independent Financial Firm?
Foremost, It means our loyalty belongs exclusively to you, not to a parent company.
Next, it means we got to work with a number of different investment and insurance companies with a greater variety of financial products than those found in a corporate firm.
It means the portfolio we build for you is a team effort, utilizing the skills and specialties of the team. The result is a totally customized investment plan designed to suit your unique needs.
Finally, and most importantly, being an independent financial firm means you receive the combined efforts to our alliance... an alliance of advisors who share a common desire to work for their clients- not a corporate vision.
What does it mean to be a Certified Financial Planner?
It means the advisors here at North Florida Wealth Advisors have additional education in the field of finance that goes well beyond licensing, college degrees, or years of experience. Our team has surpassed the requirements needed to be called professionals or CERTIFIED FINANCIAL PLANNER.™
What can I expect of North Florida Wealth Advisors?Continuity~
The most important element you can expect & will receive from us, is 100% of our personal attention to your financial well-being. Each member of our advisory team is committed to building a business relationship, as well as a personal relationship with you. This allows us to work very closely together...advisors and client...to analyze your needs on a continuing basis.
You can expect us to be here today, tomorrow, and in the future!