Jamie Docster, Financial Advisor

4600 Touchton Road East Suite 1150
Jacksonville, FL 32246

(904) 448-2743

Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

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Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Preparing for parenthood: Millennial style

More than a million Millennials become parents each year. Discover how unique generational characteristics prepare them.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Surprises

Making the most of surprises is a great reason to work with us.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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