Florida Wealth Advisors LLC is a Florida Limited Liability Company, located at 6382 SW 48th Drive, Gainesville, FL 32608. We are financial planners, financial advisors, investment counselors and insurance experts, committed to the intelligent growth and preservation of your money. We’ve done this successfully for 40 years, with transparency and integrity. Your success is our success.
We have three primary areas of focus. They are:
Maximizing Social Security. In recent years, as more and more of us reach the age where signing up for social security benefits is possible, people are slowly realizing they are leaving lots and lots of money on the table, and they don’t have to. Did you realize there are a possible 97 months to choose from when signing up for benefits? Did you also know that for most people, the difference between the best month and the worst month can often be several hundred thousand dollars over the balance of their lives? You need to get in touch with us to help you make the best choice for you and your family.
Investment Management and Advice. With 40 years of experience, we’ve had a chance to figure out what works and what does not work. If, for any reason, you have concerns about the people helping you with your money, you should give us a call. We have a fiduciary relationship with all our client and pride ourselves on being transparent, timely, very sensitive to risk management, and keeping the fees you pay to a minimum.
Strategies to help you KEEP MORE OF WHAT YOU EARN. Intended for physicians in private practice and successful small business owners, there are only two comprehensive strategies that truly enable you to keep more of what you earn. One of them is a Captive Insurance Company or CIC. I wrote a short ebook on this topic called Captive Wealth! If you click on the title, it will take you to the publisher where you can download a copy. When you check out, use coupon number, HJ56C, and there is no charge.
The second strategy is considered an employee benefit option where you elect to defer some of your salary for five years. This money flows into a “bucket” where it will grow tax free and be available to you at a later date income tax free. It’s all about knowing how to buy life insurance with before-tax dollars, creating a pile of money that no creditor can reach, where it will greatly benefit your family if you die before you are supposed to, and give you a tax free retirement income to supplement your taxable retirement income.