Fee-Only | Fiduciary | Registered Investment Adviser
Certified Financial Planner® Rick Allison has been helping clients since December 1, 1992.
We act as a fiduciary at all times — we never sell commission-based products.
Published: May 10, 2026
With potential tax law changes on the horizon, now may be an excellent time to evaluate a Roth conversion strategy for St. Johns County and Jacksonville retirees.
Published: April 22, 2026
Florida’s tax-friendly environment makes now a great time to update wills, trusts, and beneficiary designations.
Published: March 15, 2026
A detailed look at our four main investment approaches designed for different risk tolerances and goals.
Published: February 8, 2026
How we help manage assets inside employer plans without forcing a full rollover.
Published: January 12, 2026
Smart claiming strategies that can significantly increase lifetime benefits.
Residential Home Office • Julington Creek Plantation area • 109 Velvetleaf Dr. • St. Johns, Florida 32259
Call for appointment and location details: (904) 460-2700
These blog articles are for informational purposes only and do not constitute legal advice, personalized investment or tax advice. Please consult with your legal or tax professional before making any decisions.