Jamie Docster, Financial Advisor

4600 Touchton Road East Suite 1150
Jacksonville, FL 32246

(904) 448-2743

Money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

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College Saving

College Saving

Contact me to develop an education investment strategy that can put your children on the path to success.

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U.S. Personal Savings Rate

What can be learned from the savings rate?

The Cost of Procrastination

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Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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Assess whether you are running “in the black” or “in the red” each month.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Contact me to develop an education investment strategy that can put your children on the path to success.

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Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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Here’s a quick guide to checking to see if you have unclaimed money.

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