Create A Financial Game Plan
For Your Best Future

Wealth Management Since 1969

Gainesville, FL 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’re here.

Our goal is 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

February 2023 Market Recap

By Koss Olinger | Mar 20, 2023
To download the February 2023 Market Review, click here.
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Key Retirement and Tax Numbers for 2023

By Koss Olinger | Mar 20, 2023
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2023. Estate, Gift, and Generation-Skipping Transfer Tax The annual gift tax exclusion (and annual generation-skipping transfer tax exclusion) for 2023 is…
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January 2023 Market Recap

By Koss Olinger | Feb 7, 2023
To download the January 2023 Market Review, click here.
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Three Stretch IRA Alternatives

By Koss Olinger | Feb 7, 2023
The passage of the SECURE Act in 2019 effectively eliminated the stretch IRA, an estate planning strategy that allowed an inherited IRA to continue growing tax deferred, potentially for decades. Most non-spouse beneficiaries, including children and grandchildren, can no longer stretch distributions over their lifetimes. Moreover, proposed IRS regulations require most designated beneficiaries to take…
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Five Reasons to Use the Business Sale Evaluator™ (B.S.E.™) Prior to Selling Your Company

By Koss Olinger | Jan 31, 2023
A business sale can feel like an emotional rollercoaster. While this may be one of the most challenging decisions of your lifetime, it doesn’t have to be overwhelming. Five reasons to utilize the Business Sale Evaluator™ (B.S.E.™). Gain clarity on what offers you would and would not be willing to accept during negotiations and the…
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Annual Market Review 2022

By Koss Olinger | Jan 6, 2023
To download the 2022 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