Services Essential for Your Financial Well-Being.
If you're in or near retirement, having sufficient long-term income may be your biggest concern. Without that steady paycheck, how do you ensure your needs are met while minimizing the risk of outliving your money?
We're retirement income professionals with more than 25 years of cumulative planning experience who help retirees, business owners, widows and divorcees preserve and distribute their retirement savings and income in the most efficient manner possible.
We can create a customized and tax-efficient plan designed to help balance your desire for consistent, long-term income with the preservation of your principal – so you can enjoy a well-deserved retirement.
You've been working up to this moment your entire life. We've been working up to it our entire careers.
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.