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Financial Advisors and Wealth Management Team
Headquartered in Fleming Island near Orange Park, Ponte Vedra and Jacksonville, Camarda offers fiduciary wealth and financial planning & portfolio advice to clients across Florida and the Southeast. Since 1993, we have provided investment, retirement, tax estate planning, asset protection, real estate and business advice designed to help families get wealthier with less tax and risk. Learn More ➤
Shortchanging yourself on Social Security?Learn More
Got asset protection? How safe is your wealth from financial predators?Learn More
How sunny is your retirement forecast?Learn More
Are excessive taxes bleeding your wealth?Learn More
Got annuities? Could hidden costs and fees be killing your returns?Learn More
Will hidden risks & costs sabotage your investment plan?Learn More
Financial Education Library – wealth wisdom organized by category for quick searches and fast learning
|Investment Management||Asset Protection||Estate Planning||Retirement Funding|
|Tax Reduction||Financial Planning||Choosing Advisors||Insurance & Annuities|
Camarda Market Pulse™ – get our weekly wealth update
Jeff Camarda is “one of the best financial advisors in America…best people in the business…truly great financial advisors…accepted in the industry…(as) top 1%...(set) the highest standards of their profession.” – Barron's
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Being healthy not only makes you feel good, it may also help you financially.
Bonds may outperform stocks one year only to have stocks rebound the next.
To choose a plan, it’s important to ask yourself four key questions.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
It sounds simple, but paying yourself first can really pay off.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
When do you need a will? The answer is easy: Right Now.
$1 million in a diversified portfolio could help finance part of your retirement.
The decision whether to buy or rent a home may have long-term implications.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you have causes that you want to support with donations? Here are three tips.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.