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.

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.

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.

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Over 50 Years Of Experience & Three Generations Working For You

Koss Olinger News

Year-End 2021 Tax Tips

Here are some things to consider as you weigh potential tax moves before the end of the year. Defer Income to Next Year Consider opportunities to defer income to 2022, particularly if you think you may be in a lower tax bracket then. For example, you may be able to defer a year-end bonus or…
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October 2021 Market Review

To download the October 2021 Market Review, click here.
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Quarter Three 2021 Market Review

To download the Quarter Three 2021 Market Review, click here.
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Following the Inflation Debate

During the 12 months ending in June 2021, consumer prices shot up 5.4%, the highest inflation rate since 2008.1 The annual increase in the Consumer Price Index for All Urban Consumers (CPI-U) — often called headline inflation — was due in part to the “base effect.” This statistical term means the 12-month comparison was based on…
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Team Spotlight: Casey Anderson

When did you start at Koss Olinger?  July 2021 What is your role at Koss Olinger?  Financial Services Specialist Where did you grow up? Japan / Hawaii / Virginia / Florida Do you have pets? If yes, tell us about them. I have a Butterfly Koi currently swimming at my parent’s house until I move to Gainesville in…
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Team Spotlight: Kasey Nelson

When did you start at Koss Olinger?  June 2021 What is your role at Koss Olinger?  Operations Analyst Where did you grow up? North Florida Do you have pets? If yes, tell us about them. I live with a chinchilla and an Australian shepherd at the moment. They’re not actually mine, so I get to hang out…
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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