Performance Wealth

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Performance Wealth At Performance Wealth, we believe a person is more than just a net worth. Numbers are easy; we want to get to the heart of what drives you.

Performance Wealth was founded to get back to the basics of client service. You won’t find us pushing products or trying to sell you on unnecessary policies. Our priority is to take care of you by building a plan tailored to do just that. We live and work by two simple words: “Never Quit.” From initial concept to execution, we want to see your plan achieve the success you’ve always dreamed of. And even when the work is done, what’s left is something more than just bank statements and figures; it’s a relationship between client and advisor that lasts for years to come.

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Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. www.finra.org and www.sipc.org. Investment advice offered through Performance Wealth a registered investment advisor and not affiliated with IFP. Third party posts found on this profile do not reflect the views of IFP and have not been reviewed by IFP to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.theperformancewealth.com

Open enrollment isn't just a health plan decision. A quick rundown of the benefits worth double-checking before your ele...
10/16/2026

Open enrollment isn't just a health plan decision. A quick rundown of the benefits worth double-checking before your election window closes.

Not every big expense is an emergency — some are just expected costs you haven't budgeted for yet. Sinking funds close t...
10/14/2026

Not every big expense is an emergency — some are just expected costs you haven't budgeted for yet. Sinking funds close that gap.

That windfall doesn't have to feel different from your paycheck. Why the source of money changes how we spend it — and w...
10/12/2026

That windfall doesn't have to feel different from your paycheck. Why the source of money changes how we spend it — and why it shouldn't.

Paying a personal bill from the business account might seem harmless — until it complicates your books, your valuation, ...
10/09/2026

Paying a personal bill from the business account might seem harmless — until it complicates your books, your valuation, or your liability protection.

Three of history's most infamous market crashes happened in October — which is exactly why the month has a reputation it...
10/07/2026

Three of history's most infamous market crashes happened in October — which is exactly why the month has a reputation it may not deserve.

10/05/2026

Don’t be fooled by the TV/radio ads for those places that shop your life insurance.

They do BUT… a very small amount of the actual life insurance companies out there.

If you want true independence in your advisor consider contacting us.

Same average return, wildly different outcomes — the order returns happen in during retirement can matter as much as the...
10/05/2026

Same average return, wildly different outcomes — the order returns happen in during retirement can matter as much as the return itself.

A 0.5% difference in APR or APY can matter more than you'd think once you look closely. Here's the distinction that trip...
10/02/2026

A 0.5% difference in APR or APY can matter more than you'd think once you look closely. Here's the distinction that trips up even savvy savers and borrowers.

The pain of a loss tends to outweigh the joy of an equal gain — and that imbalance drives more investing mistakes than t...
09/30/2026

The pain of a loss tends to outweigh the joy of an equal gain — and that imbalance drives more investing mistakes than the market ever does. Here's how to keep it from steering your decisions.

UGMA or UTMA? The custodial account you choose affects what assets it can hold — worth getting right before you open one...
09/28/2026

UGMA or UTMA? The custodial account you choose affects what assets it can hold — worth getting right before you open one.

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Yulee, FL
32097

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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