Broker Check

Florida Retirement Solutions®

Serving Public Employees And Their Families Since 2006

Our mission is to assist those families that are the same as our own families. Please contact us for a complimentary review.

Our financial representatives and staff include current and retired Military, past school teachers, as well as local, state, and federal employees, law enforcement and firefighters. Therefore, our staff has much in common with our clients and their chosen professions. We strongly believe in Who We Serve.

Schedule a Call

Schedule a Call

Schedule a brief, 15-minute call to discuss your financial goals, explore potential retirement strategies, and determine how we can best partner together.

Schedule a Call

Your investment plan

Your investment plan

Are you currently enrolled in the Investment Plan, or considering changing to the Investment
Plan? Please contact us to discuss the parameters of your Investment Plan decision, as we strive to assist clients with understanding the plan choices and strive to assist with you planning for the future.

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Pension & DROP

Pension & DROP

For public safety, education and civil service professionals, your retirement framework is unique.
We strive to help you understand how entering a DROP program or a thrift savings plan impacts
your lifetime pension payouts and tax deferrals, helping you to determine a plan for your lump
sum distribution.

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Life Insurance 

Life Insurance

Go beyond basic protection. Explore how modern life insurance strategies can be used as a versatile financial tool—whether you want to build cash value for supplemental retirement income, fund a buy-sell agreement for your business, or diversify your estate tax strategy.

Review and Quote

Our firm provides financial services, including retirement, insurance and investments to clients throughout the States of Florida, Indiana, North Carolina, Pennsylvania, Texas, Tennessee and Virginia. Our firm believes that fact gathering and ongoing education are essential for client success.

Florida Retirement Solutions includes current and retired government employees, from Law Enforcement, Firefighting, and the United States Army; therefore, we have familiarity with public and private pension options and much in common with most Florida Retirement Solutions clients.


To that end, many clients are close friends and referrals are greatly appreciated.

who we serveWe Serve Those Who Have Served Us

We offer a wide variety of services all geared to help you with your financial goals.

Federal State Municipal Pension Members

Federal State Municipal Pension Members

We are dedicated to serving the public sector employees who devote their careers to our communities. We understand that your retirement landscape is unique, involving complex pension formulas and specific benefit options that differ significantly from the private sector. Our goal is to help you navigate these intricacies—your pension, savings plans, and social security—to ensure you maximize the hard-earned benefits you deserve.

Their Families

Their Families

Our planning goes beyond the individual to help the people who matter
most to you. We work with your spouses, children, and beneficiaries to
create a holistic financial picture that guides your entire household. You
provide a valuable service to our community, and in return we will be
honored to serve you, your household, and future with our dedicated
services ranging anywhere from life insurance protection to
multigenerational wealth transfer.

how we helpComprehensive Retirement Planning

We offer a holistic approach, combining personalized strategies with
guidance on retirement, insurance, and estate strategy. Our goal is to
make financial topics easier to understand so you can focus on the goals
that matter most to you and your family.

Discover your retirement plan


Retirement Strategies

We design comprehensive roadmaps tailored to your unique goals, ensuring you can maintain your desired lifestyle long after you stop working. By analyzing your current assets and future needs, we strive to build a sustainable income plan that allows you to approach retirement with ease.


Life Insurance

Serve the financial future of the people who matter most to you with
coverage designed to fit your specific family dynamics and budget. We
help you navigate the marketplace to find the proper policy, providing you
with support and future guidance for your loved ones.


Estate Strategies

Preserve your legacy and plan for the thoughtful transfer of wealth to your
beneficiaries. We work with your legal and tax professionals to support a
coordinated approach that considers potential tax implications and your
goals for future generations.


Financial Education

We believe that informed clients make better decisions, which is why we strive to provide the resources and guidance to demystify concepts. Through ongoing support and clear communication, we empower you to take ownership of your financial journey with clarity and understanding.

about usDedicated to Your Financial Well-Being

about usDedicated to Your Financial Well-Being

We are a team of experienced registered representatives driven by a passion for helping clients achieve true financial independence. Built on the principles of transparency and trust, we look beyond the numbers to understand the unique aspirations that drive you. We are committed to providing objective guidance and personalized strategies that evolve with your life, ensuring you have a partner you can rely on for the long term.

our processYour Journey to Financial Clarity

Step 1Set up a time to talk

We begin by sitting down to understand your full financial picture. We listen to your goals, analyze your current benefits, and identify exactly what you want your wealth to achieve for you and your family.

Step 2Discuss dreams & goals

Drawing on our expertise, we construct a personalized plan that balances growth with protection. We clearly explain our recommendations and take the necessary steps to put your custom strategy into motion.

Step 3Pave for your future

Your life and the markets are constantly changing, and your plan should too. We offer ongoing support and regular reviews to adjust your strategy, keeping you on the path toward a secure future.

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