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

2018 Annual Market Review

To download the 2018 annual market review click here.  
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Key Retirement and Tax Numbers for 2019

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 2019. Employer retirement plans Employees who participate in 401(k), 403(b), and most 457 plans can defer up to $19,000 in compensation…
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SWAG Family Resource Center Holiday Decorating Service Project

In December, team members, Jami Wilson, Tim Roark, Shannon Reintgen and Elayna Barrison spent an afternoon decorating the SWAG Family Resource Center. The SWAG team and families who SWAG serves were very appreciative for the holiday cheer and we were certainly happy to bring a little cheer to them!
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Koss Olinger Holiday Hours & Closing

Koss Olinger will be closed Friday, December 21, 2018, through Tuesday, January 1, 2019, to celebrate the holiday season. The office will reopen on Wednesday, January 2, 2019. If you need to conduct any end-of-year business, please contact us before 4:00 pm EST on Thursday, December 20, 2018. For immediate market needs during our closing,…
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Monthly Market Review November 2018

To download the November 2018 monthly market review click here.
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Tim Roark is Awarded Gainesville Sun’s 40 Under 40 Award

Congratulations to our own Tim Roark for being named to the 2018 Gainesville Sun’s 40 Under 40. Tim’s commitment to our community, Koss Olinger and our wonderful clients is evident. He works tirelessly to care for his clients and the Koss Olinger team, bringing a positive, proactive attitude to everything he does. As a Gainesville…
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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