Services essential for your financial well-being.
Our services reflect the fact that we primarily serve retirees and pre-retirees, including current and retired state employees of Florida participating in the Florida Retirement System (FRS).
These services include retirement planning, estate planning, portfolio management and guidance for participants of the Florida Retirement System (FRS). They are the tools we use to help generate income and preserve your assets so you may enjoy a well-deserved retirement and create a lasting legacy.
Retirement planning
Whether your retirement is nearing or already here, having a retirement income strategy and plan are essential to your future. We can work with you to help meet your goals now and throughout your retirement. Learn more about planning for every phase of your retirement.
Estate planning
We can offer financial solutions to efficiently manage the transfer of wealth, and its related tax issues, from one generation to the next. Our backgrounds in accounting help us facilitate effective strategies and work closely with your outside tax advisors.
Portfolio management
We tailor a financial plan to your unique situation, risk tolerance and goals, encompassing all aspects of your financial life – then implement investments that are in your best interest. Read "Ten Facts About Retirement Income Planning" Quick Link: 10 Facts about Retirement Income Planning article
Guidance for participants of the Florida Retirement System (FRS)
We specialize in helping state employees in high-risk jobs make smart decisions and take the right action regarding their retirement funds. One key area we address is whether to stay in FRS or take the pension available now. Read more about your FRS options.