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Florida Retirement System

Welcome to our Wealth Management Firm - Your Path to Retirement Clarity!

Client Centered

Are you an employee of the Florida Retirement System (FRS) seeking expert guidance to navigate the complexities of your retirement accounts? Look no further! With over 30 years of experience, our firm is dedicated to helping FRS employees like you find a clear path towards reaching and maintaining your retirement goals.

At our firm, we understand the challenges and uncertainties that can arise when managing multiple retirement accounts within FRS. With various options to choose from, it can be overwhelming to decipher the best strategy for your unique financial situation. That's where we can help.

Our team of seasoned financial advisors has extensive knowledge and expertise in working with FRS employees. We have developed a comprehensive approach that aims to declutter the confusion surrounding your retirement accounts. Our primary goal is to provide you with personalized guidance and a roadmap to ensure your financial well-being during your retirement years.

We recognize that each employee has their own set of aspirations, concerns, and financial circumstances. Our wealth management services are tailored to your individual needs. Whether you are just starting your career or nearing retirement, we are here to assist you in making informed decisions that align with your long-term objectives.

By partnering with our firm, you can expect a range of valuable services designed to simplify your financial journey. Our team will conduct a thorough analysis of your accounts, evaluating your investment options, risk tolerance, and desired retirement lifestyle. We will then create a customized retirement plan that maximizes the potential of your assets while minimizing risk.

Furthermore, our financial advisors will guide you through the intricacies of FRS benefit programs, including the Deferred Retirement Option Program (DROP), investment plan options, and the Pension Plan. We will break down complex concepts into easily understandable terms, empowering you to make confident choices for your future.

Client Centered

Throughout our 30 years of serving FRS employees, we have witnessed firsthand the positive impact that strategic retirement planning can have on individuals and families. Our dedication to delivering exceptional client service has earned us a reputation as a trusted resource within the FRS community.

If you are a state of Florida employee and part of FRS, we invite you to reach out to our firm. Discover how we can help you achieve financial clarity and peace of mind. Let our experienced team be your partner on this important journey, providing the expertise and guidance needed to navigate the intricacies of your retirement accounts successfully.

Together, we will create a roadmap to your financial freedom, empowering you to make the most of your FRS benefits and achieve your retirement goals with confidence.

Take the first step towards a secure and fulfilling retirement by contacting us today.

For more specific questions regarding your FRS Retirement Plan, please click below.

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