Broker Check

Value Added Services of Price Financial Services

  • Florida Retirement System-FRS

  • Estate Planning Strategies

  • Retirement Income Planning

  • Social Security Maximization 

  • IRA & 401(k) Management

  • Tax Planning Strategies

  • Quarterly/Semi-Annual Reviews

  • Planning for Elder Parents

  • Pension & DROP Planning

  • Life Insurance Analysis

  • Long Term Care planning

  • Transitions of life like divorce, losing a loved one, job changes