Create A Financial Game Plan
For Your Best Future

Wealth Management Since 1969

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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Koss Olinger News

Monthly Market Review October 2018

To download the October 2018 monthly market review click here.
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​​Koss Olinger helps bring Junior Achievement BizTown to Alachua County

Junior Achievement of North Florida is a volunteer-delivered, kindergarten-12th grade focused organization that fosters work-readiness, entrepreneurship and financial literacy skills, and uses experiential learning to inspire students in our community to dream big and reach their potential. Recently JA of North Florida announced they will launch a $500,000 fundraising campaign in Alachua County to bring…
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Ten Year-End Tax Tips for 2018

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.   1. Set aside time to plan Effective planning requires that you have a good understanding of your current tax situation, as well as a reasonable estimate of how your circumstances might change next year.…
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Quarterly Market Review July-September 2018

To download your quarterly market review click here.
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KO Team Member Spotlight: Jessica Sacks

  Jessica Sacks joined our team as an Operations Consultant in March 2018. Jessica quickly became an integral part of the Operations team. We are grateful for Jessica’s support and contributions each day. In order to get to know Jessica a bit better we asked her a series of questions. Here are her responses:  …
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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