Wealth Management for
Tampa Bay First Responders
Security, Safety, Longevity...this is what has defined each of us in our careers as dedicated civil servants. Sound familiar? We'll take that dedication from your civil careers and focus on financial longevity by listening to your plans for the future and determining the best products that ensure you have the income to reach these goals.
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This is accomplished by consolidating retirement accounts from unstable stock market accounts (i.e. 401ks, Deferred Compensation, Drop, and Reverse Drop) into secure and stable plans, ensuring financial longevity. Your money grows safely, without the uneasiness of today's market or tomorrow's taxes.
1
Create a guaranteed income which supports your spouse for your lifetime then transfers to your beneficiaries, creating a financial legacy.
2
Dramatically increase your interest earnings while safeguarding your investments from risk of decreases or taxes.
3
Protect your IRA from the IRS and ensure it remains with your beneficiaries (ex. children, grandchildren, and others).