We do not believe that one size fits all when it comes to someone’s wealth. Everyone’s situation is unique! We specialize in helping those in the Florida Retirement System (DROP and Investment Plan). This includes law enforcement, firefighters, schoolteachers, county employees, and anyone else who is an eligible Florida Retirement System (FRS) Pension Plan member.
We also serve many high-net-worth families. These families might have existing 401(k) accounts, IRA accounts, investment accounts, businesses, real estate, or inheritances.
We help you decide what investment and services best fit your needs. Our goal is to help you and your family build wealth and enjoy life for generations to come. We are in this for the long term.
We help our clients have access to investment strategies that fit their goals. Are you looking for safe growth, fast growth, income now, or income later? What about a combination of these? By becoming a wealth management client, you gain access to these great strategies that can take your retirement to the next level.
Nothing makes us happier than putting together a financial plan for someone and seeing the look on their face when they realize that they’re in a better position than they thought. You can see the relief in their eyes and immediately after that, the smile that comes from knowing they’re in a great situation financially. Our mission is to make sure that you have an individualized plan that is tailored to your needs and goals.
The choice is yours on how you want to work with us. If you’re looking for growth or income products that have guarantees, then protection services are what you’re looking for. We have access to over 40 different insurance companies. Since we work for you and not other insurance companies, our job is to shop around and find the best product (lowest cost and highest value) to fit your needs.
To schedule a time to discuss your retirement future and help work toward the retirement of your dreams, contact us at (863) 781-9407 or fill out the form below!
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