Comprehensive Understanding of Your Needs
We are a very inclusive firm and understand that a wide variety of clients need advising. Our priority is to get to know you, and as your needs are always changing and unique to your situations, so are our strategies and service offerings.
Incorporating behavioral traits into our comprehensive planning is what sets us apart from other firms. We want to understand how you react to change and what willingness you have to implement new strategies in order to see progress. As the market is also constantly changing, it’s important for us to get a handle on how you will react during market fluctuations by defining your risk profile.
Services We Offer
To Prioritize Your Needs
Financial & Retirement Planning
- Retirement Planning
- 401(k) Plans
- 403(b) Plans
- 457 Plans
- Investment Management
- Asset Management
- College Funding Planning & Strategies
- Tax Minimization Strategies
- Estate Planning Strategies
Investment Management
- Bonds
- Common Stock
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuities
Tax Planning
- Individual Tax Preparation and Planning
- Corporate Taxes
- Income, Gift and Estate Tax Returns
Insurance Planning
- Disability Income Insurance
- Life Insurance
- Long-Term Care
Helping Florida State Employees and Others Define & Reach Financial Freedom
From small business owners to Florida state employees, we want to focus on what your financial goals consist of and how we can individually address them. Whether your questions focus on 457(b), 401(a) or other employer based plans distribution options, investing advice, inheritance, Roth IRAs, etc. our team is here to ensure your confidence and understanding.
Ready to Get Started?
*Tax services provided by R. Vaughn Poppell, CPA and Poppell Financial Group, LLC. Voya Financial Advisors does not provide tax services.
