Overcome the 4 Financial Threats, Create Retirement Income Streams, Design your Secure Retirement Roadmap
Providing Retirement Planning advice, including Social Security, Medicare, IRA Rollovers and Required Minimum Distributions since 1975.
Check the background of our investment professionals on FINRA’s BrokerCheck.
“What was most valuable for me was finally feeling comfortable with my money. I have a plan for my future, and I love having a roadmap that gives me confidence about retirement. It’s reassuring to know we can provide for ourselves and won’t be a burden to our family. April helped us think through every angle to make sure we’re truly on track.”
- Stephanie B.
“I was so worried about retirement and honestly in panic mode. But after I met with April for the first time, I felt confident that I was going to be okay. The most valuable part of working with her was finally understanding the best path forward with my money. I didn’t know what my next steps should be, but April laid out a comprehensive plan in a way that was easy to understand. She helped me feel comfortable and confident about my financial future. Now I feel ready for what’s ahead.”
– Liz C.
“As I got closer to retirement, I needed someone to help me pull all the pieces together—my pension, DROP, deferred comp, insurance… there were a lot of moving parts. I needed a guide to help me navigate the labyrinth of decisions and know when and how to make them. Now, I feel confident and ready for retirement.” - Jim M.
On this webinar you'll discover:
How Social Security works
What you should know
Different payment scenarios
Issues around the program
For members of The Florida Retirement System, the decisions you must make to optimize your retirement income can be complicated and confusing.
In this interview, John Curry breaks down the key considerations and decisions that are unique to FRS members.
Listen now…
John Curry explains the key decisions facing Members of the Florida Retirement System...
