Specialized Financial Services for Pension & Investment Plan

Specialized Financial Services for Pension & Investment Plan Members

At Benowitz Wealth Management, we specialize in providing personalized financial services to Pension & Investment Plan members. With our deep understanding of these plans, we’re uniquely positioned to help you navigate the complexities of your retirement benefits and optimize your financial future.

Our Services for Pension & Investment Plan Members

Retirement Planning
Navigating the details of a Pension Plan and an Investment Plan can be challenging. Our team has extensive experience helping members understand their options, make informed decisions, and build a strategy designed to support dependable retirement income.

Comprehensive Portfolio Management
For many Pension & Investment Plan members, retirement benefits are a major part of the overall financial picture. We integrate your benefits into a broader investment strategy, aiming for a balanced and diversified portfolio aligned with your risk tolerance, timeline, and goals.

Financial Planning
Our holistic approach to financial planning helps ensure every part of your financial life works together. From budgeting and saving to investing and estate planning, we offer comprehensive guidance focused on long-term stability and clarity.

Our In-Depth Knowledge of The Pension & Investment Plan

Our expertise serving Pension & Investment Plan members sets us apart. We understand the nuances of these benefits and can provide guidance on how to make the most of your retirement plan. Whether you’re just starting your career, approaching retirement, or already retired, we offer strategies tailored to your specific stage of life.

Commitment to Your Success

At Benowitz Wealth Management, we’re driven by a genuine desire to help our clients succeed. We take the time to understand your unique financial situation and goals, then provide personalized advice and support every step of the way.

Expert Investment Management

With a strong grasp of financial markets and investment strategies, we manage your portfolio with a focus on both growth and protection. Our goal is to pursue solid long-term returns while managing risk, so your financial plan stays steady through different market environments.

Our Approach

We believe in building strong, lasting relationships with our clients. Our approach is professional and compassionate—giving you the expertise you need with the personal touch you deserve. We’re here to support you, answer your questions, and guide you through the complexities of financial planning and investment management.

We Are Here To Help You.

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Disclosure

References to the Florida Retirement System (“FRS”), its plans, forms, rules, or benefits are provided for general educational purposes only. Benowitz Wealth Management is an independent investment advisory firm and is not affiliated with, endorsed by, or sponsored by the Florida Retirement System, the State of Florida, the Division of Retirement, or any other government entity. While we strive to provide accurate and up-to-date information, FRS rules and program features may change, and official plan documents and the appropriate agencies should be consulted for current details.

Any examples are hypothetical and for illustration only. This material is not intended as individualized investment, tax, or legal advice. Clients should consult their tax and legal professionals regarding their specific situation. Investment advisory services are provided only to clients who enter into a written advisory agreement. Investing involves risk, including the potential loss of principal.