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Directory → Financial Services → Gainesville → Koss Olinger Financial Planning Group
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Koss Olinger Financial Planning Group
Financial Planning
What Koss Olinger Financial Planning Group does
Koss Olinger provides wealth management for high-net-worth families and states that it has more than 50 years of experience. The firm says it takes on fewer than 15 new high-net-worth families per year. Services described on the website include business sales planning, legacy planning, and a planning process called The Wealth Navigator System. Clients work with a team of advisors, including three generations of advisors, to coordinate planning across generations.
Summarised from the business's own website, checked October 2026. Not written or endorsed by the business.
About
Koss Olinger - Planning Financial Group, Gainesville FL
Choosing a financial services provider
Before handing over money or financial details, confirm the firm is authorised by the financial regulator where you live. That is the single most important check.
What to check
- Authorised or registered with the financial regulator
- All fees and commissions stated in writing
- Whether advice is independent or limited to certain products
- How complaints are handled
Questions to ask
- How are you paid for this?
- What are the risks, in plain words?
- What happens if I want to leave or move my money?
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