Sample Wealth Management Plan


Upcoming Events:

Workshops: 
"Savvy Social Security Planning"
Feb 23 - 6:00 PM
Cafe @ the Hamptons


"Rejuvenate Your Retirement"

Feb 23 & Mar 1
9:30 am - 11:30 am
2 hrs each day
$35 per couple
Univ. of North FL
University Center
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Feb 28 & Mar 6
1:00 pm - 3:00 pm
2 hrs each day
$35 per couple
Univ. of North FL
University Center

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Free Monthly Financial Workshops

-- hosted by Cafe @ the Hamptons in Fernandina Beach.

  

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Why You Should Choose A Certified Financial Planner™
Professional

 

 

 

 

 

 

 

For Individuals & Families:

At A1A Wealth Management, we provide a broad range of comprehensive, fee-based financial planning services to help our clients grow & protect their personal wealth and simplify their finances so they can spend more time doing things they enjoy and less time worrying about money.

Download our Information Kit.

Financial Planning & Investment Management Services:

• Comprehensive Financial Planning
• Wealth Management
• Retirement Income Strategies
• IRA Rollovers
• Estate Planning
• Risk Management
• Tax Reduction Strategies
• Asset Protection
• College Funding Strategies
• Asset Management & Investment Advice
• Small Business Consulting
• Life, Health, and Disability Income Insurance*
  

          Contact Us to learn more.


         *Insurance available through our affiliate,
           A1A Insurance Network, LLC