WHY CHOOSE ARS?

* Over 50 years combined in-office experience
 
* ARS can help you with a detailed retirement plan that encompasses the things that are important to you!
 
* Work with our team of CFF's (Certified Financial Fiduciaries) as well as Our Annuity Specialists and IRA/Legacy Planners
 
* Health Care and Extended Care Planning 

Financial Planning Meeting - Tax Planning

TAX-SMART PLANNING FOR TODAY AND TOMORROW

American Retirement Specialists provide professional Tax; Insurance; and Retirement Planning solutions to those throughout the state of Florida. From strategic planning to innovative solutions, our focus has always been on building an efficient and results-driven retirement plan. We will work with you to create a customized plan of action for yourself, your family, or your organization. Get in touch to learn more about our vision and our results-oriented approach.

COULD YOUR TAX BILL IN
RETIREMENT BE TOO BIG?

 

FIND OUT IN 30 SECONDS

Retirement Tax Bill Calculator

GUIDING WITH HONESTY. PLANNING WITH INNOVATION

For over 25 years, our most important asset remains the trust of our clients. We're committed to making an impactful and positive difference in their lives. Lean on us to help uncover blind spots and find opportunities to improve your financial outlook.  

Finacial Tax Planning Meeting

OUR SERVICES

HOLISTIC TAX PLANNING

 Longevity challenges, market risk, and inflation are not the only headwinds Americans face today.

INCOME PLANNING

Proper income planning can help you feel confident your money will be there when you need it.

MEDICARE & LONG-TERM PLANNING

After retiring, most people rely solely on Medicare to cover their healthcare costs. But for those who need more help paying for medications and treatment, Medicare supplement plans can make up the difference. We can help you assess the costs of care and find ways to address those expenses for the long term.

RETIREMENT PLANNING

Much has changed over the years. Today, retirees face headwinds requiring a customized approach.

No two retirements are equal. So, no two retirement plans should be either. We’ll walk you through the critical steps to craft a customized, retirement plan tailored to your goals.

Emotion-Free Investing

A smart investment formula provides a discipline that helps reduce the probability of serious and irreparable damage to your hard-earned savings.

The ARS Advantage

Transparency

Your money is held by reputable custodians that you have access to.

Highest Standard

As a fiduciary, investment advice comes with a duty to operate in your best interests at all times. We wouldn’t have it any other way.

EDUCATIONAL  EVENTS