When was the last time your financial advisor, accountant and attorney got together and just focused on you?

The First Coast DIFFERENCE

Empowering

We bring clarity and order to your finances so you can live life on your terms.

Fiduciary

Our duty of loyalty is to you and no one else. Period.

CFP® Professional

Only 1 in 4 financial advisors in the industry hold the CERTIFIED FINANCIAL PLANNER™ designation.

Jeff Helms

Jeff Helms, Founder & CEO

When it comes to personal finance, successful families have a common set of goals that fit nicely under one or more of the following planning objectives:

  1. Help preserve what they have accumulated.
  2. Build their wealth through efficient investing and tax mitigation.
  3. Ensure that their accumulated wealth passes seamlessly and with as little tax as possible to their heirs.
  4. Safeguard their assets from the threats of litigation, poor planning, or government confiscation through tax policy.
  5. Use their wealth to make a meaningful difference in the lives of people or institutions that are important to them.

At First Coast Wealth Advisors, we  employ an elegant process to achieve these objectives. We’ll collaborate with your legal, tax, and other professionals to provide you with a coordinated plan where all of your needs are addressed. By serving as your personal CFO, we offer a refreshing and unique approach to providing financial peace to our family of clients. If your current financial advisor isn’t meeting with your tax and legal professionals to talk about you, maybe it’s time for a change.

Retirement Planning Services

A fiduciary financial advisor for individuals over age 50 planning for retirement.

Investment Advice

Looking for an investment plan to achieve your goals?

Retirement Planning

Will you run out of money before you run out of time?

Tax Planning

Are you paying too much in taxes?

Asset Protection

Are you protected from life’s circumstances?

Legacy Planning

Are you looking to leave an impression?

Are You Ready For Your Second Opinion?

Yes, I Want To Learn More

An Update On Inflation

August marks the point at which we start to make year over year comparisons to the Covid Recovery that began in earnest this time last year. One of the major headlines that has prevailed over the past few months is the thought that inflation will be persistently high...

Is The Stock Market Expensive?

Is the stock market expensive? I was meeting with a prospective client recently and we were talking about whether now is a good time to invest or not. In his opinion, it felt like the markets are at a precarious level and over-priced. When I hear this sort of...

Where Do We Go From Here? YTD 2021 Update

With 13 months of the Covid Economy behind us, where do we go from here? Join us as we discuss: • How the economy is recovering • How the financial markets are responding to the economy • How this is affecting your investments and... • Is inflation coming and should...

Address

400 N Ponce de Leon Blvd
St. Augustine, FL 32084

Telephone

(904) 824-4349

Email

[email protected]

Securities and Advisory Services offered through Geneos Wealth Management. Member FINRA / SIPC.
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