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Florida Retirement System (FRS)/City of Tallahassee Employees

We work with many State of Florida, City of Tallahassee, and other Florida Retirement System employees and help them plan for their retirement. DROP, 457 Deferred Compensation, 175/185 plans, 403(b), 401(k) MAP – there are numerous plans that you may be a part of. We can help you navigate these plans, how they can benefit you, and how you can convert them into income for your retirement.

We meet with our clients face to face and help them build customized retirement income plans and investment portfolios. Don’t make a decision with your DROP or deferred comp savings until you’ve had a chance to fully explore your options and what a full-service team of financial advisors can do for you and your family.

☞ You have a local team of seasoned professionals that you can talk to and meet with as you see fit.

☞ Your DROP rolls over completely tax-sheltered.

☞ Backed by the robust resources and vast investment universe of one of the nation’s leading investment firms, you have access to a variety of advisory services, with portfolios customized specifically to suit your needs and goals.

☞ Your account will not be invested and forgotten – it will be periodically reviewed with you, tweaked, and rebalanced, as necessary and with your permission, in an effort to maximize performance and help ensure it stays on track toward your goals.

☞ We don’t just provide guidance for your DROP – we look at your entire financial picture, including debts, lending and liquidity needs, savings, investments, and more. We can also provide a full retirement plan analysis to help you gain a better insight into what your retirement looks like and how we may be able to improve it.

Lending services for clients of Stifel, Nicolaus & Company, Incorporated are performed exclusively by Stifel Bank and Stifel Bank & Trust (Stifel Banks). Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.

Stifel is neither affiliated with nor endorsed by the State of Florida, City of Tallahassee, or Florida Retirement System.

Stifel does not provide legal or tax advice. You should discuss your particular situation with your legal and tax advisors. Rebalancing may have tax consequences.

Florida Retirement System (FRS)/City of Tallahassee Employees

Stifel Wealth Strategist Report®