Create A Financial Game Plan
For Your Best Future

Wealth Management Since 1969

Wealth Management and Retirement Planning Firm

Capitalize on your greatest opportunities and steer clear of your worst fears to create your best lifetime experience.

Learn more about the process designed to provide clarity around the sale of a business, real estate holding, or other illiquid asset.

Two Proven Steps To Build A Secure Future

We understand that your life and wealth present questions and challenges outside of asset management, so we developed the tools to build a secure future.

STEP 1: The Wealth Navigator System™

A five-step, goal-based process towards creating a game plan for your financial security.

Our team starts with a one-on-one meeting with you to discuss your needs and financial goals. Whether you are planning for retirement, want to minimize taxes, have recently sold an asset, or are creating a road map for the next generation, we are here.

We aim to build multi-generational relationships focused on supporting you and your family. Learn more about how our unique planning process can benefit you.

Download The Wealth Navigator System ™ Brochure

STEP 2: The Wealth Manager™

Now that you have a game plan for your life, assets, and investments, it's time to take action

You can implement your plan yourself, utilize someone you currently work with or hire Koss Olinger or a firm like Koss Olinger to put your plan into action.

If you choose Koss Olinger, we utilize our trademarked implementation process, The Wealth Manager™. The Wealth Manager™ is a proven system of implementation and monitoring that helps keep you, your assets, and your investments on track while helping you reach your goals.

Download The Wealth Manager ™ Brochure
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Over 50 Years Of Experience & Three Generations Working For You

Koss Olinger News

If You Don’t Have a Will Yet, Why Not?

By Koss Olinger | Sep 26, 2024
A will is a fundamental estate planning document. It outlines how you wish your property to be distributed, who should handle matters related to settling your estate, and who you want to care for your children after you pass, among other things. If you don’t yet have a will, you’re not alone. According to a…
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August 2024 Market Review

By Koss Olinger | Sep 26, 2024
To download the August 2024 Market Review, click here. 
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July 2024 Market Review

By Koss Olinger | Aug 27, 2024
To download the July 2024 Market Review, click here. 
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After the Loss of a Loved One, Watch Out for Scams

By Koss Olinger | Aug 27, 2024
Scam artists often prey on those who are most vulnerable. Unfortunately, this includes individuals who have recently lost a loved one and are easily taken advantage of during their time of grief. Scammers will look for details from obituaries, funeral homes, hospitals, stolen death certificates, and social media websites to obtain personal information about a…
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August 2024 IAC Video Update

By Koss Olinger | Aug 19, 2024
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Koss Olinger Earns 2024 Great Place To Work Certification™

By Koss Olinger | Jul 30, 2024
  Koss Olinger is proud to announce that we have been Certified™ by Great Place To Work®. The prestigious award is based entirely on what current employees say about their experience working at Koss Olinger. This year, 100% of employees said it’s a great place to work – 43 points higher than the average U.S. company.…
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Address

2700-A NW 43rd Street.

Gainesville, FL 32606

E-mail

General Inquiries

info@kossolinger.com

Phone

352-373-3337

800-373-3302 (toll free)

Hours

Monday-Friday

8:30am to 5pm