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Michael J. Sievert, CFP®

Exclusive Advisors LLC

10752 Deerwood Park Boulevard South
Suite 100
Jacksonville, FL 32256
Phone: (904) 363-9995
Fax: (904) 363-9992

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Household Income Minimum: $200,000
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Banking
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Irregular Income
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Medical & Health Issues

 

How Planner Charges

Considerations: Emphasis on utilizing traditional and alternative allocation methods

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.