Committed to Your Investment and Retirement Needs
If you are contemplating your retirement options, it may benefit you to sit down to discuss them a financial advisor. An advisor will gladly help you set a strategic course that will give you the best chance of reaching your financial goals. They can offer you a second opinion on your existing portfolio with no obligation.
IRAs, 401(K), Annuities, and Portfolio Review
Various products including Mutual Funds, Stocks, Bonds, Real Estate, and Insurance.
Life Insurance: Term, Whole Life, Variable, Universal Life policies, Long-Term Care
Developing a comprehensive plan to manage your assets
Helping you create a plan to invest in your higher education goals
Why Might You Need Financial Planning Assistance?
No matter your current financial standing, there are many reasons to seek investment assistance.
- Saving for Retirement: Analyzing your retirement goals and creating a plan for a financially successful retirement.
- Investment Portfolio Analysis: Your needs change over time; it’s important to have a plan based on your goals and evolving needs.
- Changing Jobs or Starting a New Career: Reviewing retirement plan options from past and present employers.
- Protecting Your Family: Reviewing current insurance policies and how your needs fit into your overall plan.
- Investing in College: Choosing the right type of account and making a plan.
- Preserving Wealth: Creating a lasting legacy for you and your family.
Investment Services Team
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Ken Toops
Ken Toops
Financial Advisor
Serving the Alachua County, Lake City, and Starke Regions
Meet Ken -
Jerry Johnson
Jerry Johnson
Financial Advisor
Serving the Marion and Volusia County Regions
Meet Jerry
DISCLOSURES
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Florida Credit Union and Florida Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Florida Wealth Management, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Florida Credit Union or Florida Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| NOT INSURED BY FDIC OR ANY OTHER GOVERNMENT AGENCY | NOT BANK GUARANTEED | NOT BANK DEPOSITS OR OBLIGATIONS | MAY LOSE VALUE |
Your Credit Union (Florida Credit Union) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Florida Wealth Management is not registered as a broker-dealer or investment advisor.