Making Financial Plans Can Be Confusing. Let Us Help You Evaluate Your Options …
We’re Dedicated to Helping All Individuals and Families.
But We Also Proudly Specialize in “Educating Educators” via Knowledgeable Strategies and Solutions Pertaining to the Florida Retirement System (FRS) and the Deferred Retirement Option Program (DROP) in Brevard County, Florida.
Together, we will uncover your core life motivators, and your critical needs … it is our mission to help you secure the lifestyle you desire for your present and future!
SERVICES WE PROVIDE
Budget Coaching
403b & 457b Planning
Retirement Income Strategies
Medicare Advantage/Supplement & RX Plan
Retirement Planning
Education Funding
Long-Term Care & Life Insurance
Asset Protection
What Makes Us So Special?
Just like you, founder Sandy Myers has “lived” retiring from FRS, as her husband retired from a meaningful career as an educator of over 40 years. Sandy says, “Goodness, we went to so many meetings to learn about FRS/DROP, and although we consider ourselves pretty smart cookies — we were still confused. We learned some hard lessons, which is precisely why I want to help others so they don’t have to experience making the same type of mistakes.
Once I researched every aspect of this FRS-specific retirement benefit, the rules, regulations and concerns, I navigated the systems, and developed an expertise in assisting today’s teachers and their families find financial peace of mind. It is my passion to help people understand all the moving parts of FRS and DROP retirement in ways that are super-easy for folks to wrap their heads around. Today, my friendly team of professionals and I proudly offer our services as FRS/DROP Specialists.”
Get In Touch
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data. https://integritywealthplanning.com/do-not-sell-my-personal-information
Securities offered through J.W. Cole Financial, Inc. (JWC). Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Neither J.W. Cole Advisors, Inc. (JWCA) or J.W. Cole Financial, Inc. (JWC) nor its representatives provide legal, tax preparation or accounting advice. Persons who provide such advice do so in a capacity other than as a registered representative of (JWCA/JWC). Rooted Financial Solutions/FRS Specialists and JWC/JWCA are not affiliated entities.
Advisors must be properly registered in the state where you live in order to conduct securities related business with you. Therefore, a response to your request for information may be delayed in order to assure our compliance with this regulation. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.
For a copy of JWC’s Disclosure Supplement please click here. https://www.jw-cole.com/disclosures https://jwcoleadvisors.com/disclosures By following the links, you consent to receipt of the Form CRS electronically.
https://brokercheck.finra.org/individual/summary/1005700
