Medicare planning, Annuities, Life Insurance, Long Term Care, & Retirement Planning.

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Jake Purvis Consulting
Home
About
Resources
Calendars
  • Initial Chat
  • Initial Consultation
  • New to Medicare
  • Our Next Appointment
  • Annual Policy Review
  • AEP Calendar
Webinars
  • Medicare AEP Webiners
  • Client Appreciation
Services
  • Medicare Planning
  • Life Insurance
  • Long-Term-Care
  • Dental/Vision
  • Annuities
More
  • Home
  • About
  • Resources
  • Calendars
    • Initial Chat
    • Initial Consultation
    • New to Medicare
    • Our Next Appointment
    • Annual Policy Review
    • AEP Calendar
  • Webinars
    • Medicare AEP Webiners
    • Client Appreciation
  • Services
    • Medicare Planning
    • Life Insurance
    • Long-Term-Care
    • Dental/Vision
    • Annuities
  • Home
  • About
  • Resources
  • Calendars
    • Initial Chat
    • Initial Consultation
    • New to Medicare
    • Our Next Appointment
    • Annual Policy Review
    • AEP Calendar
  • Webinars
    • Medicare AEP Webiners
    • Client Appreciation
  • Services
    • Medicare Planning
    • Life Insurance
    • Long-Term-Care
    • Dental/Vision
    • Annuities
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Empowering your plans for Retirement since 2012 Serving Florida & Georgia

Empowering your plans for Retirement since 2012 Serving Florida & GeorgiaEmpowering your plans for Retirement since 2012 Serving Florida & GeorgiaEmpowering your plans for Retirement since 2012 Serving Florida & Georgia

Office in Jacksonville, FL - Providing Medicare Planning, Annuities, 

Life Insurance, Long-Term-Care, & Financial guidance.

Call to Speak with Jake Today

(904) 906-3151

Empowering your plans for Retirement since 2012 Serving Florida & Georgia

Empowering your plans for Retirement since 2012 Serving Florida & GeorgiaEmpowering your plans for Retirement since 2012 Serving Florida & GeorgiaEmpowering your plans for Retirement since 2012 Serving Florida & Georgia

Office in Jacksonville, FL - Providing Medicare Planning, Annuities, 

Life Insurance, Long-Term-Care, & Financial guidance.

Call to Speak with Jake Today

(904) 906-3151

Welcome

We provide comprehensive Medicare planning, annuities, life insurance, long term care, and financial guidance to seniors in Jacksonville, FL and beyond. With over a decade of experience and as the only Certified Medicare Insurance Planner™ in Jacksonville, Jake has helped over 1000 individuals navigate their insurance and financial needs with clarity and confidence. 

About us

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Planning Solutions

Since 2012, Jake Purvis has been dedicated to crafting customized programs and strategies to help individuals meet their long-term financial goals. If you need assistance with investments, taxes, and/or estate planning we can refer you to a trusted professional.

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A Proven Approach

We start by having a no cost, no obligation meeting to discuss retirement planning needs. We analyze your goals and compare them to your current plan. Then we recommend a Medicare plan, life insurance, long term care plan or investment strategy designed empower you in your retirement years.

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Why Us?

 Our team is comprised of individuals with diverse backgrounds in insurance and finance. While our experiences may vary, we all share a common commitment to ethics and integrity. Every member of our team is fully licensed and dedicated to providing you with the highest level of service with Medicare planning, annuities, life insurance & financial guidance. 

Jake Purvis

Jake Purvis

Jake Purvis

 Jake began his insurance career in 2012, focused on Medicare and life insurance. As his business and experience grew, Jake expanded into advanced planning concepts such as annuities, long term care and financial consulting to better meet his clients' retirement planning needs. 

Family

Jake Purvis

Jake Purvis

Jake grew up in Valdosta, Ga and attended ABAC in Tifton, Ga. where he acquired his degree in Landscape design. Jake moved to Jacksonville, FL in 2009. He joined AmeriLife in 2012 where he met his wife, and a few years later their twins were born.

Team

Jake Purvis

Team

 Jake works alongside a team of business partners who focus on all areas of insurance and retirement planning. If we are not licensed for your need, we can refer you to a local professional. We refer to trusted attorneys, CPAs & doctors in the Jacksonville, St. Augustine, & Orange Park Area. 

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Contact Us

 Contact Jake Purvis Consulting today for professional guidance on Medicare, annuities, life insurance, & long-term care planning. Whether you're preparing for retirement or seeking comprehensive insurance solutions, our team is here to assist you every step of the way. Reach out now to schedule a consultation and take control of your financial future.

AmeriLife

8081 Philips Highway, Jacksonville, Florida 32256, United States

904-906-3151 (Jake Purvis Consulting) Call to speak with a licensed agent. Jake@JakePurvisConsulting.com

Hours

Monday - Friday: 9am - 5pm

Saturday - Sunday: By appointment only


Terms of Service

 This is a solicitation of insurance.               Not connected with or endorsed by the United States government or the federal Medicare program.

Jake Purvis Consulting does not offer tax, legal, or investment advice. Consult with your tax advisor or attorney regarding specific situations. Opinions expressed are subject to change without notice. These opinions are not intended as investment advice, nor do they predict future performance of any product. All information provided is believed to be from reliable sources, however we make no representation or warranty as to the accuracy of any statement. This information is intended to be educational in nature and does not provide a guarantee or a specific result. All copyrights and trademarks are the property of their respective owners. Jake Purvis Consulting assumes no responsibility or liability for the content of this message. The information contained herein is provided on an “as is” basis with no guarantees of completeness, accuracy, usefulness, timeliness or of the results obtained from the use of this information.

  

CMIP® and Certified Medicare Insurance Planner™ are owned by the parent company of Certified Medicare Insurance Planner™, DBA, The Life Man® LLC, and authorizes the use by individuals who have met the administration’s initial and ongoing certification requirements. The Federal Government, CMS, and Medicare do not affiliate with or endorse ANY professional designation, which would include the CMIP® designation.


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