Call (904) 860-1040

Town Plaza Offices at Nocatee
460 Town Plaza Avenue, Suite 230
Ponte Vedra, Florida 32081

  • Tax Planning & Preparation

    Tax planning is an important component of your overall financial plan.

  • Retirement Planning

    Have a plan for retirement. Work with a financial professional. Retirement is not a do it yourself project.

  • Insurance & Annuities

    Robert M. Thaggard, CPA has developed strategic relationships with providers of life, health and long-term care insurance, as well as financial retirement plans and annuities to improve the financial lives of his clients.

Before you spend, earn. Before you invest, investigate. Before you retire, save.

Accounting & Auditing

Robert M. Thaggard, CPA has the knowledge, skills and experience necessary to complete your accounting and auditing engagement.

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Lifestage Financial Planning

Working with your financial professional, each stage of need can be appropriately planned and the right financial products can be obtained to help improve your financial life.

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Financial Solutions for Retirees

The success of your retirement is not really about your assets. The success of your retirement will more likely depend on how much guaranteed lifetime income you have.

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