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If you are looking to get the most out of your
contributions to the Florida Retirement System or a 401(k) or pension plan,
Mark and Jeff can give you the objective knowledge to make the right moves.
Among local financial firms, we have devoted ourselves wholeheartedly to
understanding FRS, DROP, 401(k) rollovers and the many complications and tax
effects surrounding IRS tax code 72t for distribution needed prior to age
59½.
FRS
We give public servants a better understanding of the FRS Investment Plan,
the State University System Optional Retirement Plan, Chapter 175 & 185
Plans and other complex retirement programs. Its advisors do the math so you
can determine when to retire.
DROP
Are you wondering if DROP might give you a better entry into retirement? Are you unsure of whether to take a lump sum,
direct rollover or combination? Are you uncertain whether your beneficiary
qualifies for continuing benefits if you pass away? Mark and Jeff have
answers.
No other independent financial company offers such a valuable blend of
unbiased knowledge and essential retirement planning services. Our
affiliation with Raymond James puts each client in touch with world-class
investments and world-admired knowledge.
Preferred,
referred and endorsed
For years, firefighter’s unions, labor unions & guilds have referred
their members to us. They know that we have studied the FRS and Chapter 175
& 185 police & fire pension plans meticulously. They realize that our
leaders truly work for individual’s best interests; we are not salesmen, but
advisors.
Contact
Mark and Jeff today and ask about an appointment. See our schedule
of FREE retirement workshops.
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