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Your Financial Journey Starts Here...
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Serving Government Employees
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Serving VA Employees
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Military Service Members
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Serving Air Traffic Controllers
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Serving First Responders
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Serving Postal Employees
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Serving Small Business
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Serving Individuals & Families

Financial Vehicles

801 International Pkwy Suite 500
Lake Mary, FL 32746
Phone:
  • (800) 839-9248

For Individuals & Families

• Expert financial advice
• 401(k) guidance & rebalancing
• Investment portfolio review
& recommendations
• Tax advantaged retirement planning
• Risk management & insurance

For Government Employees

• Employee benefits analysis
• FERS, CSRS, TSP
• TSP Rollover changes & options
• Strategic TSP allocation & rebalancing
• State of Florida FRS & Drop choices

For Business

• 401(k) allocation & rebalancing
• Specialized Federal tax incentives
• Property tax reduction
• Hiring incentives & tax credits
• Business expense reduction