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.