North Florida Financial is a proud member of this community. Our business is devoted to helping the individuals, families and small business owners who live and work here achieve their goals. While the world is constantly changing, it’s comforting to know some things stay the same; that we can rely on each other. We understand that each member of this community has important goals — some financial, others personal —and at the core, our goals begin and end with a focus on the people who matter most in our lives. We start by discussing “what’s possible” and take you all the way to “it’s happening and I know I’m prepared.” Protecting our families, planning for the future and having the confidence to know that no matter what life may have in store, we are prepared.
In our business, contributing to the community goes well above and beyond providing products and services that help families and small businesses build confidence in their financial future. It also means investing time and money into the community we call ‘home.’ By supporting the local charitable and civic organizations, we continuouslyserve others, thus making our community stronger. Together, we can support all who live here — not just those we are privileged to call our clients.
For more than 45 years, we have been helping successful families and business owners develop creative and integrated solutions to their financial concerns. We know that your business, personal, and insurance needs affect one another, so we emphasize coordinating all elements of your financial picture into a cohesive plan that emphasizes risk management and protection planning.
We created our firm because we believe you deserve high-level strategies that guide you toward your greatest goals and dreams. We aim to help clients create, preserve, and protect permanent wealth while emphasizing adequate protection for themselves and their families. We believe our unique, problem-solving approach to wealth management translates into smart and practical strategies that help meet each stage of your life’s evolving objectives.
Note: All figures reflect policies and contracts of the primary servicing agency.
¹Reflects all in force policies and contracts serviced by this agency as of 12/31/2022.
²Includes owners of in force life, disability income, long term care, policies as well as all securities accounts.
3Represents in force cash values for life insurance, and market values of all securities accounts (except investment sponsors that are not contracted with Albridge and investments that have not cleared through Pershing as of 12/31/2022). Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency.
⁴Represents Dividends paid in 2022 on Whole Life policies, excluding closed and surrendered policies.
⁵Represents all Life and Disability claims paid in 2022.