The Road to Retirement
"Always have a plan, and believe in it. Nothing happens by accident."
-Chuck Knox
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If you work in Florida, are part of the FRS, and have questions - you have come to the right place. I have been helping individuals with their retirement in Florida since I graduated from Law School in 2013. My team and I provide an evaluation at no cost to help you ensure that your plan for retirement will meet your life goals. We work with anyone who would like assistance, but we are specialists in helping in the transition from working to retirement - so in your exit from DROP.
What you get when you work with us - Personalized/Individualized Service at no cost to you from a Fiduciary; Matching a Retirement Account based on your Needs; Access to accounts where you can receive a Bonus on your money up to 10%; Accounts with no Fees; Assistance with your Deferred Compensation/457 or 403(b) plans; and Complete and Total Assistance throughout the DROP process and for the years afterward once you retire.
Top 5 Questions from my Clients
1). How do I make sure my DROP money will last throughout retirement?
2). I am thinking of taking some or all of my DROP funds, what are the tax consequences?
3). What am I going to do for health insurance?
4). What is the Health Insurance Subsidy and how do I qualify?
5). Where do I go for help with the DROP paperwork I received?
If you would like a 1 on 1 personalized evaluation of your retirement plan or need help exiting DROP click here to email me directly.
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