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

  • myfrs.com

  • 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