...Because We Bridge The Gap Between Education And Retirement Planning
We've been in business for over a decade serving FRS members just like you. We've seen the same changes as you, and possibly some that you haven't. Through all of the changes to the FRS over the last 25 years, our mission has remained the same; To educate FRS members about their options, create organized retirement plans based on each client's individual goals, and to remain a steady partner with you while working and in retirement.
Here are Some of the Ways We Can Help
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Plan Choice Assistance - Comparing the FRS Pension Plan and DROP to the FRS Investment Plan
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DROP Planning - If and When to Enter DROP
- Investment Portfolio - Evaluating/updating/creating an investment portfolio for your retirement accounts
- Income Planning - Creating an income portfolio plan today to understand your income in retirement
- Insurance Planning - Making sure the appropriate insurance policies are in place to protect you and your loved ones now and in retirement
- Education - We offer a library of complimentary downloadable content to help you plan retirement, or better yet, you can meet with the professionals who wrote it for free as well!
If you don't feel you 100% understand and have a plan in place for all of the above, then you can meet with us free, and we will help you fill in the gaps. We've worked with thousands of FRS members just like you, and a retirement plan built around you is just a click away. You can use the button below to schedule a meeting with one of our representative at a time, place, and meeting type of your choice. We look forward to being of service to you and your family.