FRS Retirement Planning for Florida | Benowitz Wealth
Florida fiduciary advisor Serving FRS members statewide
Florida Retirement System · Fee-Only Fiduciary

FRS retirement planning for Florida's public employees.

Independent, fee-only retirement planning for Florida Retirement System members — teachers, firefighters, law enforcement officers, and state & county employees. Clear guidance on Pension vs. Investment Plan, DROP timing, the Health Insurance Subsidy, and turning your FRS pension into reliable retirement income.

Specialized FRS planning for
Teachers
First Responders
Law Enforcement
State & County
01 — Who we serve

FRS retirement planning built for the people who keep Florida running.

Most of our clients have spent a career inside the Florida Retirement System. We speak that language fluently — Pension vs. Investment Plan, Special Risk vs. Regular Class, DROP timelines, the Health Insurance Subsidy, deferred comp. You shouldn't have to translate your own pension just to get good advice.

01

Teachers

Florida educators & district staff weighing DROP, Pension vs. Investment Plan, and 403(b)/457(b) coordination.

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02

First Responders

Fire, EMS, and paramedics in the FRS Special Risk class — earlier eligibility, different math.

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03

Law Enforcement

Officers and deputies planning around Special Risk multipliers, DROP, and shift work.

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04

State & County

Regular Class members balancing the FRS pension, deferred comp, and Social Security.

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05

Retirees

Already retired or close to it — turning your FRS benefit into reliable monthly income.

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06

Pre-Retirees

Five years out and want a real FRS plan, not a back-of-napkin estimate.

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The FRS retirement framework

Your FRS pension is a foundation.
The rest is what you build on it.

A Florida pension is rare and valuable. But it isn't the whole picture. Healthcare changes at 65. Social Security has timing decisions. Inflation doesn't pause when you retire. The 403(b), 457(b), IRA, and Roth accounts you've been quietly filling for decades deserve a real plan around them — coordinated with the pension, not separate from it.

04 / Optional Roth, Brokerage & Cash Reserve Tax flexibility and liquidity for the unexpected.
03 / Tax-deferred 403(b) · 457(b) · IRA Your invested savings — coordinated with the pension, not competing with it.
02 / Federal benefit Social Security When and how you file changes the shape of every other decision.
01 / Foundation FRS Pension Lifetime income for the career you've already given.
Florida public employees enjoying retirement they planned for
The people we work for
"Retirement isn't a finish line. It's a chapter you get to write — once the numbers behind it finally make sense."
Derrick Johnson, founder and lead advisor of Benowitz Wealth Management
"You shouldn't have to translate your own pension just to get good advice."— Derrick Johnson, Founder
Meet the founder

Derrick Johnson built this firm for the public employees who built Florida.

Derrick started Benowitz Wealth Management because Florida's public employees deserve a different kind of advisor — one who knows the FRS system inside and out, who answers questions in plain English, and who never tries to sell a product to solve a planning problem.

The work is education-first by design. Most first conversations are spent listening, reading your FRS benefit statement together, and laying out the choices that are actually on the table.

— Derrick Johnson
RoleFounder & Lead Advisor
StandardFee-only fiduciary
FocusFRS · DROP · Public Service
ApproachNo product pressure
Meet Derrick
03 — FRS questions we hear most

Common FRS retirement planning questions.

These won't replace a real planning conversation, but they're a good place to start. None of this is individualized advice — every FRS situation has its own moving parts.

It depends on your years of service, your class, your other savings, your health, your spouse, and what you want the next chapter to look like. We walk through the math and the trade-offs together — and we're comfortable saying when one option clearly fits better than the other.

Entry timing affects your final benefit, your DROP accumulation, and how long you keep working. We model a few scenarios side-by-side so you can see what each timing choice actually looks like in dollars and years.

Most of our clients have spent years quietly funding these accounts without a real plan for them. We help you coordinate them with the FRS pension, choose an allocation that fits your timeline, and decide what to do with them at retirement.

It's rarely as simple as 62, full retirement age, or 70. We look at your pension start date, your spouse's benefit, your health, and your tax picture before suggesting a filing strategy that fits the rest of the plan.

We don't sell insurance — but we do help you understand the moving parts so you can choose well. HIS helps, but it doesn't cover everything. We walk through what to evaluate as you approach 65.

No. Many first conversations happen with your existing accounts right where they are. If it later makes sense to consolidate, we'll explain why — but it isn't a requirement and it isn't the point.

04 — A simple, careful process

Four conversations. No pressure. No surprises.

We're deliberately slow at the start. Most relationships begin with a conversation about what you already have and what you actually want — not a presentation about us.

i.

Introduction

A short conversation to see whether we're a fit and what you're hoping to figure out.

30 min · No cost
ii.

Discovery

We look at your FRS benefit statement, your accounts, and your real questions — together.

60–75 min
iii.

Review

A clear written summary of what you have, what your options look like, and what we'd suggest exploring next.

Within ~2 weeks
iv.

Ongoing

If we work together, we revisit the plan as your career, family, and the FRS rules evolve.

Quarterly check-ins
Start a conversation

Request your free FRS retirement review.

This isn't an application or a commitment. It's the easiest way to start a careful, no-pressure conversation about your Florida Retirement System benefit and the rest of your retirement.

The next step

Let's build the retirement you earned.

A conversation costs nothing and commits to nothing. If we're a fit, you'll know. If we're not, we'll point you somewhere that is.