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 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
couple-homepage-tall

Over 50 Years Of Experience & Three Generations Working For You

Koss Olinger News

Charitable Contributions from IRAs

By Koss Olinger | Aug 29, 2023
Did you know that, if you are at least 70½ years old, you can make tax-free charitable donations directly from your IRA? By making what’s called a qualified charitable distribution (QCD), you can benefit your favorite charity while excluding up to $100,000 annually from gross income. These gifts, also known as “charitable IRA rollovers,” would…
Read More →

July 2023 Market Recap

By Koss Olinger | Aug 29, 2023
To download the July 2023 Market Review, click here.
Read More →

Shannon Reintgen Promoted to Partner

By Koss Olinger | Aug 28, 2023
Koss Olinger is proud to announce that Shannon Reintgen, CFP®, ChFC® has been promoted to Partner. Shannon brings over 10 years of industry experience, during which time she has been dedicated to our firm and clients’ success. Over the years, Shannon’s focus on creating an unparalleled client experience and maintaining operational excellence has bettered both…
Read More →

July 2023 IAC Video Update

By Koss Olinger | Jul 31, 2023
Read More →

Quarter Two 2023 Market Review

By Koss Olinger | Jul 21, 2023
To download the Quarter Two 2023 Market Review, click here .    
Read More →

Divide and Conquer? Not with your Wealth Planning

By Koss Olinger | Jul 13, 2023
Why Both Spouses’ Participation in an Annual Advisory Review Improves the Longevity of your Family’s Legacy By Brittney Olinger, CIMA®, CDFA®, and Shannon Reintgen, CFP®, ChFC®   A widow sits with their head in their hands in our office. “My spouse used to handle all this stuff,” they say, while gesturing to the piles of…
Read More →
VIEW ALL ARTICLES

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