Value Added Services of Price Financial Services
-Florida Retirement System-FRS
-Lump Sum IRA Planning
-Estate Plannig
-Retirement Income Planning
-Social Security Maximization
-IRA & 401(k) Management
-Tax Planning Strategies
-Quarterly/Semi-Annual Reviews
-Planning for Elder Parents
-Pension & DROP Planning
-Money Management
-Life Insurance Analysis
-Long Term Care planning
-Transitions of life like divorce, losing a loved one, job changes
Who We Are
We work to help clients protect themselves, their families and their businesses from the unexpected turns life often takes, and to help guide them toward a solid financial future.
Whether you are interested in protection for your family, education funding for your children, a secure retirement or the growth of your business, we want to help you achieve your goals by designing a financial strategy specific to your needs.
If we can be of assistance to you, your family or your business in helping to make any financial goal a reality, please contact us.
