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
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Over 50 Years Of Experience & Three Generations Working For You

Koss Olinger News

Much Ado About RMDs

By Koss Olinger | Nov 30, 2023
The SECURE 2.0 Act, passed in late 2022, included numerous provisions affecting retirement savings plans, including some that impact required minimum distributions (RMDs). Here is a summary of several important changes, as well as a quick primer on how to calculate RMDs. What Are RMDs? Retirement savings accounts are a great way to grow your…
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October 2023 Market Recap

By Koss Olinger | Nov 30, 2023
To download the October 2023 Market Review, click here.  
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November 2023 IAC Video Update

By Koss Olinger | Nov 17, 2023
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Corporate Retirement Plan Services: David Mejia, CPFA®

By Koss Olinger | Oct 23, 2023
A message from Koss Olinger’s Retirement Plan Advisor, David Mejia, CPFA®   At Koss Olinger, we will help you select excellent service providers for your company’s retirement plan and appropriate investment options for the plan participants. Once those selections are made, we will help monitor the service providers and investment options periodically to ensure the…
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Quarter Three Market Review

By Koss Olinger | Oct 23, 2023
To download the Quarter Three Market Review, click here.
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Put Your Money Where Your Values Are

By Koss Olinger | Oct 23, 2023
Financial worries are often cited as a major source of stress. For example, a 2021 study found that even before the pandemic and subsequent economic downturn, a majority of Americans said they felt stressed or anxious about their finances. Similarly, in 2022, research revealed that more than seven out of 10 financial planning clients experienced…
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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