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Planning Makes a Difference
We understand the unique needs and challenges DROP Participants face as they approach retirement.
Through comprehensive planning, we can help you prioritize your goals and develop a strategy designed with the objective to preserve and grow your retirement assets. Whether you are considering whether DROP is right for you or have already entered the DROP program. Our team is available to help you in many ways:
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- Identify income needs, desires and expenses
- Manage taxes¹ on income—now and during retirement
- Evaluate the variables in your retirement plan to ensure alignment with your objectives
- Strive to ensure that long-term goals are funded for travel, healthcare, estate planning¹, and other goals
- Develop a plan for retirement income
¹Island Wealth Advisors does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
Get Help Planning for Your Best Retirement Now
Our Team of Professionals are Available to Help
Securities and investment advisory services offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC is not an affiliated company. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact John Hargraves at (904) 600-9258.
¹Mutual Funds are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing in Mutual Funds. The prospectus, which contains this and other information about the investment company, can be obtained directly from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
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