WHY CHOOSE ARS?
1) Over 50 years of combined in-office experience
2) ARS can help you with a detailed retirement plan that encompasses the things that are important to you!
3) Work with our team of CFFs (Certified Financial Fiduciaries) as well as Our Annuity Specialists and IRA/Legacy Planners
4) Health Care and Extended Care 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.
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.
OUR SERVICES
RETIREMENT
PLANNING
Much has changed over the years. Today, retirees face headwinds requiring a customized approach.
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.
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
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