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Our business is Your Retirement.
Our goal is Your Prosperity.
Our success is Your Trust.

Proudly serving Northeast Florida with a
Uniquely Individual Approach to Retirement Management.

About Jeff Davis

President, Investment Advisor Representative

 Jeff believes that behind every retirement nest egg, there’s a real person with his or her own hopes and dreams for the future…and no two people are alike.

About Jeff Davis

President, Investment Advisor Representative

 Jeff believes that behind every retirement nest egg, there’s a real person with his or her own hopes and dreams for the future…and no two people are alike.
Our Specialties
» Retirement Income Planning
» Investment Management
» Annuities
» IRA Management
» Tax Planning
» Planning Your Legacy
» Learn More About Our Services
On the Air
» Tune into WOKV FM 104.5, Sunday mornings at 10:00 am to hear Jeff Davis on his radio show, The Retirement Navigator. Did you miss last week's show? No problem! Now you can listen to past shows online!
» Listen to Past Shows Online!
Our Process
» Retirement is not just about the money. Many important life issues and family matters are deeply intertwined with this stage of life's journey.
» Learn More About Our Process

Advisory services offered by Corpus Capital Management, Inc., a Registered Investment Advisor. Insurance products offered by Corpus Insurance Services, Inc., a licensed insurance agency.