Services
Making the best decision for your retirement can be difficult. We are here to help for those retiring from the Florida Retirement System (FRS).
We Provide Education in the Following Areas:
FRS
DROP exit strategies
Obtaining personal retirement figures
Understanding your choices
Life Insurance
Term Life
Whole Life
Living benefits
Universal Life
Final Expense
Retirement Plans
Traditional IRA
Roth IRA
Non-qualified plans
403(b) tax sheltered plans
Deferred compensation plans
Transitioning into Retirement
Reviewing personal financial needs and goals
Educating on each stage of the process
Understanding vacations and sick time choices
Assistance with all paperwork
Scheduling exit appointment