Kenneth L Smith FL Mi Insurance

DNA Financial is a financial advisory firm located in Ponte Vedra Beach, FL. Led by David N Adams, a qualified and experienced advisor, their team offers a range of services including asset management, estate planning, retirement planning, and investment strategies. With a focus on providing personalized advice and utilizing digital tools for collaboration, DNA Financial aims to help individuals and small business owners achieve their financial goals. At DNA Financial, clients can benefit from the expertise of advisors who hold various certifications such as AAMS, ADPA, AEP, AIF, APMA, AWMA, BFA, CAP, CAS, CASL, CDFA, CEP, and CFA. These designations demonstrate their commitment to staying up-to-date with industry knowledge and best practices. Whether clients need assistance with wealth management, retirement planning, or navigating complex financial situations, DNA Financial is equipped to provide comprehensive and tailored solutions.Generated from the website

The Law Office of David M. Goldman is a reputable law firm based in Ponte Vedra Beach, FL, specializing in estate planning, probate, elder law, and asset protection. Their team of experienced lawyers is dedicated to helping families in Florida protect their estates and assets, minimizing unnecessary expenses and risks. With a focus on personalized and easy-to-understand estate planning documents, they strive to provide their clients with the tools and knowledge to achieve their estate planning goals. By combining estate planning with elder law, the Law Office of David M. Goldman creates comprehensive estate plans that not only protect assets but also address potential Medicaid issues and long-term care needs. Their goal is to avoid probate and the associated court supervision, delays, and costs, offering clients peace of mind in the distribution of their assets. With a quick turnaround time and a commitment to providing value, this law firm is dedicated to meeting the unique needs of each client.Generated from the website

Pivot CPAs, located in Ponte Vedra Beach, FL, is the largest locally owned audit and tax firm in Northeast Florida, specializing in tailored tax solutions for individuals and businesses across various industries, including construction, manufacturing, and real estate. With decades of experience and a commitment to uncovering money-saving opportunities, they provide comprehensive tax services that align with clients' unique financial situations. As a member of BDO Alliance USA, Pivot CPAs combines local expertise with national resources to deliver flexible and efficient tax solutions. Their dedicated team of industry experts offers a full range of services, from individual tax planning and estate management to business tax compliance and dispute resolution, ensuring optimal results for their clients. Generated from the website