Financial Services for Retirement Planning

Florida Retirement System (FRS) DROP Review

Highlight Your FRS Forms:

(details, sections, and timelines: DP-TERM, DP-PAYT, HIS-1, W4-P, etc)

Go Over Your FRS DP-PAYT Form

(Lump Sum -or- Direct Rollover -or- Partial Withdrawal / Rollover)

Review Your DROP Rollover Account Options

(Deferred Comp vs. FRS Investment vs. 403b vs. Bank vs. Annuity)

Explore Your DROP Rollover Options:

(Option 1): Guaranteed Protection with Growth + Lifetime Income

(Option 2): Guaranteed Protection with Growth + Maximize your DROP with a Rollover Bonus

Schedule My Review

Federal Employee (FERS & TSP) Review

Get a personalized and unbiased FERS & TSP retirement review

Learn how to Maximize (FERS) and (TSP) Benefits

Evaluate the best time to retire considering your needs and benefits

Review your TSP fund allocation Rate of Returns: (G - F - C - S - I)

Review your TSP account options: (Growth & Market Risk -or- Growth & Protection with Lifetime Income -or - Growth & Protection with Bonus)

Schedule My Review

Personal Retirement Review

Get a personalized and unbiased retirement review

Estate Planning: Asset Protection and Distribution, Minimizing Taxes, Peace of Mind

Protect your retirement assets from market risk and uncertainty

Create a Guaranteed Income Stream for Life

Review account types: Growth & Market Risk -or- Growth & Protection with Lifetime Income -or - Growth & Protection with Rollover Bonus

Schedule My Review

Life Insurance Review

Personal Retirement Review

Living Benefits coverage for a cancer, heart attack & stroke

How many years do you want your family to survive after you pass

Learn about the different types of life insurance

How to get life protection for your kids

Leaving a Legacy for your loved ones

Schedule My Review

FL-W499974 / FL-W497502 / FL-W676669 / GA-3344623 / FL-G008123 / IL-20741943

Retirement Plan Specialists & Independent Financial Agents do not provide specific tax or legal advice and this information should not be considered as such and any information provided is for educational purpose only. Some products may contain fees, and may contain restrictions. Your personal review will be facilitated by state agents licensed through the Florida Department of Financial Services not the Florida Retirement System or Government Agency. You should always consult your tax or legal advisor regarding your own specific tax and legal situation. Videos presented on this website and any content are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.

Committed to the Highest Level of Professional and Financial Integrity, and to Act in the Best Interest of Our Clients

ADVOCATE FINANCIAL

ADVOCATE FINANCIAL

Florida Retirement System (FRS) DROP Review

Federal Employee (FERS & TSP) Review

Personal Retirement Review

Personal Retirement Review

Personal Retirement Review

Life Insurance Review

Personal Retirement Review

Personal Retirement Review

Our National Partners

Safe Money Retirement Strategies Featured on

Contact Us Today

ADVOCATE FINANCIAL

ADVOCATE FINANCIAL

Florida Retirement System (FRS) DROP Review

Federal Employee (FERS & TSP) Review

Personal Retirement Review

Personal Retirement Review

Personal Retirement Review

Life Insurance Review

Personal Retirement Review

Personal Retirement Review

Our National Partners

Safe Money Retirement Strategies Featured on

Contact Us Today

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