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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

07/22/2026

Your home and auto policies have limits. An umbrella policy picks up where they leave off — and for most households, it costs far less than people expect.

07/20/2026

They often hold the same underlying investments. But how they're structured, priced, and taxed creates real differences — especially for long-term, tax-conscious investors.

07/17/2026

Cutting your daily coffee won't fund your retirement. The habits that actually build financial security are bigger, less glamorous, and worth knowing.

07/15/2026

Traditional long-term care insurance has its drawbacks — most notably, the "use it or lose it" structure. A hybrid policy solves for that. Here's the basic idea.

07/14/2026

If your employer offers a pension, one of the biggest decisions you'll face is whether to take monthly income for life or walk away with a lump sum. There's no universal right answer — but there is a right framework.

07/10/2026

When a company splits its stock, the headlines can make it feel like big news. But for investors, the math is simpler than it sounds — and the real signal worth paying attention to is something else entirely.

07/09/2026

A raise won't put you in a worse position. A bigger withdrawal won't ruin your tax year. Understanding how brackets actually work removes a lot of unnecessary fear — and opens up smarter planning opportunities.

07/08/2026

When everyone is buying, it feels safe to buy. When everyone is selling, it feels dangerous to stay. That instinct has cost investors more than almost any other single force in the market.

07/03/2026

Medicare provides important coverage in retirement — but assuming it covers everything can leave significant gaps in your plan. Understanding what it doesn't cover is just as important as knowing what it does.

07/01/2026

Dividends aren't free money — but they can be a meaningful part of a well-constructed portfolio when you understand what they actually represent and how they fit your goals.

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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