First Coast Group

At First Coast Group, our mission is to help you make wise financial decisions.

our team

Dedicated planning your way

Together we'll assess Christians financial picture and explore how one can:

Help strengthen your financial picture.
Protect your financial future.
Prepare for an unexpected injury or loss.
Plan for extended care expenses.
Invest with purpose and manage your assets.
Explore more tax -efficient ways to manage your money.
Save and prepare for income in retirement
Address your advanced estate planning needs.

How we serve our clients

We currently work with clients all over the state of Florida as well as California, Colorado, Delaware, Georgia, Illinois, Maryland, Michigan, Minnesota, North Carolina, and South Dakota.

We conduct our appointments by either phone, in our office, or virtually. Virtual meetings work best when you have access to a laptop with a webcam or and IPAD - any device that is large enough for you to view documents.

Why ThriventA different kind of financial services companyAs a Thrivent team practice, we're grounded in Thrivent's mission to help you achieve financial clarity and live generously.Thrivent is owned by its members, instead of by shareholders or investors. This means we aren't your typical for-profit financial company. Instead, we reinvest our profits back into the people and communities we serve.

Jacksonville Location

4887 Belfort Road Suite 109
Jacksonville, FL 32256

Phone904-559-8171Fax866-350-6074Hours

M – F: 9 a.m. – 5 p.m.

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 904-559-8171

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.