About Anders retirement & investment advisors
Anders Retirement & Investment Advisors: Helping You Retire on Your Terms
Anders Retirement & Investment Advisors is a financial advisory firm that specializes in helping Florida employees retire on their terms. With years of experience in the industry, Anders & Anders Financial Group has built a reputation for providing personalized retirement planning services that are tailored to meet the unique needs of each client.
At Anders Retirement & Investment Advisors, we understand that retirement planning can be overwhelming and confusing. That's why we take a holistic approach to retirement planning, taking into account all aspects of your financial situation to create a comprehensive plan that will help you achieve your retirement goals.
Our team of experienced advisors is dedicated to providing you with the highest level of service and expertise. We work closely with you to understand your financial goals and develop a customized plan that will help you achieve them. Whether you're looking for advice on FRS D.R.O.P. Rollovers, Pension Advice, F.R.S. Investment Plan, IRA Rollovers or Roth Conversions - our team has the knowledge and expertise necessary to guide you through every step of the process.
We believe in transparency and honesty when it comes to our fees and services. Our fee structure is straightforward and easy-to-understand so there are no surprises down the road.
At Anders Retirement & Investment Advisors, we pride ourselves on being more than just financial advisors - we're partners in your journey towards achieving your retirement dreams. We're committed to building long-term relationships with our clients based on trust, integrity, and mutual respect.
Our Services
FRS D.R.O.P Rollovers: The Deferred Retirement Option Program (D.R.O.P) allows eligible Florida employees who have reached their normal retirement date but continue working for up to five additional years while accruing benefits into an interest-bearing account which they can access upon leaving employment or retiring from service altogether.
Pension Advice: Our team provides expert advice regarding pension plans, including defined benefit plans and defined contribution plans. We help you understand the benefits of each plan and how they fit into your overall retirement strategy.
F.R.S. Investment Plan: The Florida Retirement System (FRS) Investment Plan is a defined contribution plan that allows eligible employees to save for retirement through pre-tax contributions. Our team can help you navigate the complexities of this plan and make informed investment decisions.
IRA Rollovers: If you're changing jobs or retiring, rolling over your IRA can be a smart move. Our team can help you understand the tax implications of an IRA rollover and guide you through the process.
Roth Conversions: A Roth conversion is a way to convert traditional IRA funds into Roth IRA funds, which offer tax-free withdrawals in retirement. Our team can help you determine if a Roth conversion is right for your financial situation.
Why Choose Anders Retirement & Investment Advisors?
At Anders Retirement & Investment Advisors, we believe that everyone deserves to retire on their terms - with financial security and peace of mind. That's why we're committed to providing our clients with personalized retirement planning services that are tailored to meet their unique needs.
Our team has years of experience in the industry and has helped countless clients achieve their retirement goals. We pride ourselves on being more than just financial advisors - we're partners in your journey towards achieving financial freedom.
We believe in transparency when it comes to our fees and services - there are no hidden fees or surprises down the road. And because we're an independent firm, we have no conflicts of interest when it comes to recommending investments or products - our only goal is helping our clients achieve their financial goals.
In conclusion, if you're looking for expert advice on FRS D.R.O.P Rollovers, Pension Advice, F.R.S. Investment Plan, IRA Rollovers or Roth Conversions - look no further than Anders Retirement & Investment Advisors! Contact us today to schedule a consultation and take the first step towards achieving your retirement dreams.