What is your approach?

We are a service-oriented firm dedicated to offering solutions for our clients that match their goals and needs. We work closely with each public service professional that we serve so that we are not only able to develop strategies that are geared towards their needs and goals, but so they, too, have a firm grasp on their benefits plans.

We focus on protecting and building your wealth—and preparing you for a comfortable retirement. All of our solutions, however, are personalized to your precise needs and current life stage. To learn more, we invite you to explore our philosophy and services in depth. 

Are you accepting new clients?

Yes, we are accepting new clients.

How do I get started?

To get started, reach out to us directly or schedule an initial consultation. Feel free to explore the rest of our process to see what the next steps would look like if deciding to partner together.

Who do you work with?

We partner with public service professionals across various industries throughout the state of Florida. Our clients include teachers, police officers, firefighters, public defenders, government and state employees as well as hospital employees.

What if I’m a public service professional but am not part of the Florida Retirement System?

If you are a public service professional, we are happy to see how we can assist you. In fact, some of our clients include hospital employees who are out of the FRS. To see if we’re a good fit, we invite you to schedule a free consultation with us.