Whether it’s a new life partner, a new baby, divorce, or retirement, even the unexpected loss of a loved one … life’s ups and downs affect your financial situation. Making educated decisions now regarding the distribution strategies surrounding your employer-sponsored accounts, Social Security optimization, health insurance options – such as Medicare eligibility vs. cost of coverage prior to age 65, even mental health preparation, may help you feel organized, equipped and less stressed.
With decades of experience in financial services, our team will work hard to help you clearly understand all of these factors. We get to know every client individually, and have witnessed how important insight can be toward a person’s ability to enjoy the present and protect the future.
Here are just a few of the questions we are uniquely suited to help you answer:
- How can I understand FRS & the other aspects of retiring from Brevard Public Schools? Or any FRS Participating Employer
- How much can I expect from my pension?
- What will DROP look like?
- How will Sick Leave & Vacation be paid-out?
- What steps can I take to be better prepared?
Need an FRS or DROP Specialist? Simply looking for a tailored, explanative financial plan? Whether you’re ready to schedule a time to talk or you’re interested in learning more about our firm, feel free to give us a call or fill out the form below.