At FRS Benefit, we specialize in crafting personalized financial plans that align with your unique goals and circumstances. Whether you're a dedicated civil servant navigating the complexities of the Florida Retirement System (FRS) or a small business owner striving for financial independence, our expert advisors are here to guide you every step of the way.
OUR APPROACH
For Families and Individuals:
We focus on the accumulation, protection, and transfer of wealth, ensuring your family's financial objectives are met with precision and care.
For Small Business Owners:
Our strategies integrate personal and business financial planning, addressing retirement solutions, risk management, and succession planning to maintain the strength of your business and personal financial health.
WHY CHOOSE FRS BENEFITS APPROVED ADVISOR?
We offer independent, personalized advice with a deep understanding of the Florida Retirement System, ensuring our clients receive guidance tailored to their specific retirement plans.
We evaluate your current FRS plan (Pension, Investment, or DROP), career trajectory, family goals, and retirement timeline to craft a strategy tailored to your specific situation—not a one-size-fits-all template.
Yes. We help integrate your FRS benefits with your IRAs, 401(k)s, annuities, and other investments to create a complete retirement income strategy.
We provide comprehensive solutions that encompass both personal and business financial needs, including retirement plan services, risk management, and succession planning.
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