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

April 2023 Market Review

By Koss Olinger | May 9, 2023
To download the April 2023 Market Review, click here.
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How Taxes Impact Your Retirement-Income Strategy

By Koss Olinger | May 9, 2023
Retirees face several unique challenges when managing their income, particularly when it comes to taxes. From understanding how taxes relate to Social Security and Medicare to determining when to tap taxable and tax-advantaged accounts, individuals must juggle a complicated mix of factors. Social Security and Medicare People are sometimes surprised to learn that a portion…
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April 2023 IAC Video Update

By Koss Olinger | Apr 24, 2023
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Quarter One 2023 Market Review

By Koss Olinger | Apr 11, 2023
To download the Quarter One 2023 Market Review, click here.
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Keep an Eye Out for IRS-Related Scams

By Koss Olinger | Apr 11, 2023
  The IRS warns that although scams are especially prevalent during tax season, they also take place throughout the year.1 As a result, it’s important to always be on the lookout for suspicious activity so that you don’t end up becoming the victim of a scam. One of the more common IRS scams involves phishing emails.…
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February 2023 Market Recap

By Koss Olinger | Mar 20, 2023
To download the February 2023 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