FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

549 North Wymore Road
Suite 110B
Maitland, FL 32751
(321) 280-9081

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Rey Descalso

(321) 280-9081

 

Executives and Professionals

As an executive in a corporate environment, the rewards of providing leadership and marketplace acumen can be substantial. With them, however, come unique challenges and risks and the need to make the most of your prime earning years. We help professionals in a wide variety of industries. However, we focus on a few:

Florida Hospital and the Adventist Health System Employees
While we are not sponsored or endorsed by either organization, we are very familiar with the benefits program and the retirement options for Adventist Health Systems and Florida Hospital employees. We can help you make sure that you are making the correct choices at open enrollment that fit into your comprehensive financial plan. Furthermore, through a unique process we can oversee the ongoing management of your Adventist Health Retirement Plan (AHRP) 401 and 403b. Click here for more information.

Florida State and County Employees – Florida Retirement System
While we are not sponsored or endorsed by either organization, we have experience with Florida state and county employees. If you are part of the Florida Retirement System (FRS), you have a lot of decisions to make about your retirement funds, making it important to look at all your options before making any decision that can dramatically affect your future retirement. Fortunately, we understand this and can help you carefully examine all options. We have extensive experience in helping Florida state and county employees, just like you, choose the right course of action regarding their pension choices, DROP planning and retirement funds. Furthermore, through a unique process we can oversee the ongoing management of your FRS Investment Plan and state-sponsored 457 plan.  Click here for more information.

To learn more about our services for Executives and Professionals, please click here to contact us