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.

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.

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Over 50 Years Of Experience & Three Generations Working For You

Koss Olinger News

Koss Olinger Earns Spot Among America’s Top RIAs by Forbes for the Second Year

  We are excited to announce that Koss Olinger has been recognized for the second consecutive year as one of Forbes’ America’s Top 250 RIA Firms. Among over 45,000 applicants, we are proud to have moved up the rankings from #176 to #169, a testament to our ongoing commitment to excellence in serving our clients.…
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Quarter Three Market Review

To download the Quarter Three Market Review, click here.
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Year-End 2024 Tax Tips

Here are some things to consider as you weigh potential tax moves before the end of the year. Set aside time to plan Effective planning requires that you have a good understanding of your current tax situation, as well as a reasonable estimate of how your circumstances might change next year. There’s a real opportunity…
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If You Don’t Have a Will Yet, Why Not?

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

To download the August 2024 Market Review, click here. 
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July 2024 Market Review

To download the July 2024 Market Review, click here. 
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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