Lee started his independent financial services firm in 1996, intent upon providing personal, process driven guidance that high-net-worth individuals, retirees, and business owners need to pursue their financial goals. As independent advisors,Lee says,we create objective, customized planning strategies to help manage, preserve, and transfer our client's wealth. We are committed to helping individuals and families pursue their goals through what is most important to them: their personal values. Lee's credentials encompass a bachelor's degree in Business Administration, an MBA, and the designation of CERTIFIED FINANCIAL PLANNER™ practitioner. He served as President of the North Florida Chapter of the Financial Planning Association and as an adjunct professor. His education, and over 2 decades of experience, have made him a multi-faceted professional capable of evaluating virtually all areas of a client's financial life, designing strategies to address the needs of each aspect, and weaving the strategies into an integrated plan so all pieces work together efficiently.

About Jax Wealth Advisors

Our Financial Advisors create objective, customized strategies to help manage, preserve, and transfer our client's wealth. We have developed a rigorous integrated process which incorporates three key pillars: Fundamental Risk Process, Proactive Investment Strategies, and Customized Financial Planning. Our structured system starts with your personal Risk Number® which we use to establish a Risk Managed portfolio that responds to the changing markets. This portfolio is then integrated into a Financial Plan that aims to increase the probability that you will never run out of money, especially in retirement. Our comprehensive financial planning will help organize your assets, insurance, liabilities, and estate documents to help you simplify, consolidate and integrate every aspect of your financial future, so you can devote your time to what's most important to you - your family and lifestyle. As CERTIFIED FINANCIAL PLANNER™ practitioners, we've long held ourselves to the fiduciary standard. We welcome the cornerstone of the new CFP Board's Code of Ethics, effective October 1, 2019, as "a CFP® professional's duty to act as a fiduciary, in the best interest of the client, at all times when providing financial advice to a client" to reflect the commitment to which all CFP® professionals are required, to comply to the high standards of competency and ethics. We are an independent, fee only financial services firm, that has an alliance with LPL Financial, the nation's largest Independent Broker/Dealer (as reported in Financial Planning magazine June 1996-2019, based on total revenues). Our practice is currently limited to 120 families.

Advisory Services Provided:

Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning

David Morgan has decades of experience in the investment, retirement and estate planning industry advising individuals, professionals, and families in these matters. Able to work throughout the country with his team of advisers and professionals, he coordinates and insures a completely customized plan for all of your affairs: income planning, wealth management, financial, and tax planning. Certified Estate Planner (CEP®), Masters of Science in Financial Services (Certifications as Certified Annuity Specialist, Board Certified in Estate Planning, Board Certified in Asset Allocation, Certified Funds Specialist, Retirement Income Specialist), Certified Senior Advisor (CSA), Certified Financial Fiduciary (CFF), Registered Investment Advisor (RIA) firm, Member of both the Better Business Bureau, National Ethics Association, Paladin Member, B.A., Indiana University, Honors, Published: "Urban Land Use: Policy & Controls", Elder & active member of his church, avid sports and exercise enthusiast, Father, and married to a wonderful wife. Strong advocate for the implementation and utilization of a multi-disciplinary and coordination of professional services. This comprehensive approach facilitates the protection, distribution, and preservation of your assets and the effectual transfer of your estate to your heirs. https://reap.seminarsoncall.com

About R.E.A.P., Llc

The REAP Companies (Retirement & Estate Advisors & Professionals, LLC) We at REAP, LLC. are proud to have helped many families and individuals over the years. Our firm uses a robust team approach to focus on retirement and income issues, wealth management, estate planning needs and tax and related challenges. REAP is a professional firm designed to assist families in protecting their assets and maintaining their standard of living. The following is a partial list of services we provide: Asset Protection and Preservation Estate Tax Limitation or Reduction Wealth and Estate Transfer Planning Individual and Family Trust Planning Planning for Disability or Incompetence Capital Gains Tax Reduction Reduction of Taxes on Social Security Benefits Income Tax Reduction and Increasing Spendable Income Seminars Specializing in Estate, Income, Financial & Tax Advisory Issues Many families can better organize their estate, income, financial and tax affairs when they know about the many solutions that are available beyond what they are told by their stockbrokers, accountants and attorneys.