"Protecting retirees from outliving their assets since 1986"
"Protecting retirees from outliving their assets since 1986" 
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To inquire about a complimentary

consultation,or to schedule an

appointment, please call: 

            321-914-0927 

      Or use our contact form. 

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Retiree Benefits Checklist 

Click here

 

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Why Maximize Social Security?

 

Did you know that there are literally thousands of options for when and how you elect your Social Security benefits?

 

Did you know that the difference between a good election decision and a poor one is regularly more than $100,000 in income?

 

Let us guide you through the maze of this valuable benefit.


 

Attention City Retirees:

 

If you have just retired or are thinking of retiring soon, contact Benefit Specialist Chris Marrow for instructions on your next step. He can guide you through the complicated transition from employee to retiree. Please notify him as soon as your City Human Resources Administrator gives you his contact information. Timing is very important for a smooth transfer of benefits and insurance.

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