“With your best interests in mind, we will guide you through all stages of your career and your retirement by carefully designing and selecting financial solutions that are specific to you and your family’s needs.”
- Daniel Rey | Founder, President and Wealth Manager
To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.
The Florida Retirement System or FRS offers two retirement plans for state and county workers the FRS Pension and FRS Investment plan. Both offer terrific benefits; which one is right for you?
The DROP program is available for all FRS members. We can help you better understand how it works and how to leverage the program to create a better retirement.
We can help you consider needs such as replacing income so your family can maintain its standard of living, as well as paying for your funeral and estate costs.
You may be able to use time to your advantage when investing for wealth accumulation.
We believe in identifying all the critical facts necessary to make a sound financial decision – one that is in your best interest – BEFORE making the decision.
Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.
Contact us at firstname.lastname@example.org or call us at 407-284-4911 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.
Securities offered through GWN Securities, Inc. Member FINRA/SIPC. 11440 N Jog Road, Palm Beach Gardens, FL 33418. (561)472-2700. Voyage Retirement Solutions, LLC and GWN Securities, Inc.are non-affiliated companies.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.