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

March 2025 IAC Video Update

By Koss Olinger | Mar 13, 2025
  This presentation contains forward-looking statements relating to the opportunities and the future performance of the U.S. market generally. Forward-looking statements may be identified using such words as; “believe,” “expect,” “should,” “potential” and other similar terms. Examples of forward-looking statements include estimates with respect to financial condition, and success or lack of success of any…
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Concerned About Cyberattacks? The Threat Is Real

By Koss Olinger | Feb 27, 2025
According to a 2024 survey, 60% of small businesses believe that cyberattacks are the biggest threat they currently face, and rightly so.1 When a data breach occurs, hackers gain access to the personally identifiable information of customers or other individuals, opening the door for identity theft and other financial crimes. Even small companies can be…
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January 2025 Market Review

By Koss Olinger | Feb 27, 2025
To download the January 2025 Market Review, click here.   
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Annual Market Review 2024

By Koss Olinger | Jan 31, 2025
To read the 2024 Annual Market Review, click here.
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Key Retirement and Tax Numbers for 2025

By Koss Olinger | Jan 31, 2025
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 2025. Estate, gift, and generation-skipping transfer tax The annual gift tax exclusion (and annual generation-skipping transfer tax exclusion) for 2025 is…
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November 2024 Market Review

By Koss Olinger | Dec 12, 2024
To download the November 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