Contemporary Financial Planning is not your typical financial planning and investment management firm. We are a female-driven powerhouse boutique firm with over 25 years of experience in the financial industry.
4651 Salisbury Rd #130, Jacksonville, FL 32256Contemporary Financial Planning is a Financial planner located in Southside Jacksonville Florida, showcasing multiple top ratings and a history of being Jacksonville's most prominent Financial planner, outpacing the surrounding local competitive market by providing exceptional staff, attention to detail, and an active position in the community. If you are in need of a Financial planner, there's no better one than Contemporary Financial Planning,
At AnchorPoint Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Jacksonville, FL area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
With 25 years in the financial services industry, I specialize in helping business owners uncover unmanaged or undetected risks that may threaten survival of their businesses. I help protect and retain employees and help ensure the continued success of a company through business continuation plans, employee benefits, executive compensation and retirement planning.