Our Services

Financial Planning

Plans that Pay Dividends

Financial planning is crucial for achieving long-term financial security and peace of mind. We assist by providing a free financial plan that is based around your unique circumstances.

Health Insurance & Medicare

Navigating health insurance plans and Medicare supplements can be overwhelming for many individuals. That's why we offer personalized coaching to guide our clients through the complexities of these options.

Bookkeeping Services

Bookkeeping services are crucial for your financial stability and maximizing your income. Our knowledgeable team is committed to helping you reach your financial goals securely.

Are you in the Pension Plan or the Investment Plan?

We often ask our clients, "Are you in the Pension Plan or the Investment Plan?" because many are unsure of their status. Understanding this is a vital component of your retirement plan. Many of our current clients have discovered how to save money while also preparing for taxes. It's important to save for retirement without compromising your desired lifestyle, and a bit of education can guide you toward achieving your goals now and in the enjoyable years ahead.

Florida Retirement System (FRS)

Your Top 5 FRS Questions Answered

What is the FRS DROP Program?

The Deferred Retirement Option Program (DROP) is a feature of the Florida Retirement System (FRS) available to members of the Pension Plan who have reached their normal retirement date and are vested. DROP allows employees to retire while still working for an FRS employer, enabling them to receive their salary while their pension benefits accumulate in a separate account. To see if you qualify or if the DROP program is a good fit for you and your circumstances, schedule an appointment with an Elite Financial Coach today!

Deferred Retirement Option Plan (DROP)

Unlock the Power of Your FERS & TSP

Navigating the complexities of the FERS (Federal Employees Retirement System) and TSP (Thrift Savings Plan) can be taxing. We understand that federal employees often face unique challenges when it comes to their retirement planning. That’s why we focus on simplifying these intricate concepts, providing clear and concise explanations tailored to your specific needs. Our dedicated team is here to help you understand your benefits and maximize your retirement potential.

Federal Employee Retirement System