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Performance Wealth

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United States
Yulee, FL
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

09/02/2026

Net worth, savings rate, runway — three numbers that tell you more about your financial position than your salary ever could. Start here before making your next money move.

08/31/2026

Rebalancing means trimming what's done well to buy more of what hasn't. It feels backwards — but it's one of the most disciplined habits in investing.

08/28/2026

Think financial planning is just about investments? That's actually the smallest piece of what a complete plan covers.

08/26/2026

Medicare covers a lot in retirement — long-term care generally isn't one of them. Here's who actually foots the bill when care is needed.

08/24/2026

Save 10%. Keep 3 to 6 months of expenses. Rules of thumb are a fine starting point — but they're not built for your specific situation.

08/21/2026

How much life insurance is actually enough? A simple framework called DIME can help you calculate a real number instead of guessing.

08/19/2026

529 plan or custodial account? Both help you save for a child's future, but they work very differently once it's time to use the money.

08/17/2026

If your business depends on one or two people, what happens if something happens to them? Key person insurance protects the business itself, not just the individual.

08/14/2026

Is your checking account holding too much — or too little? A simple guideline can help you strike the right balance between accessibility and growth.

08/12/2026

High earners often can't contribute to a Roth IRA directly — but a well-known workaround can still get them there. Here's how the backdoor Roth strategy actually works.

Address

Yulee, FL
32097

Opening Hours

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

Website

http://www.theperformancewealth.com/

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