“Financial planning should empower you, not overwhelm you. Our mission is to simplify the complexities of wealth strategies, so you can focus on building a secure and prosperous future.”

Haitham Aboul-Hosn

CEO, Florida Retirement Group

Financial Planning Services

At Florida Retirement Group, we specialize in comprehensive financial planning designed to help you build, protect, and maximize your wealth for a secure retirement. Our tailored strategies ensure financial stability, optimize investments, and create reliable income streams, so you can enjoy retirement with confidence.

Retirement Planning & Income Strategies

We develop personalized retirement roadmaps to help you achieve financial security. Our approach includes:

  • Asset & Income Assessment – We evaluate 401(k)s, IRAs, pensions, Social Security, and other investments.
  • Custom Retirement Strategies – We align financial plans with your retirement lifestyle, healthcare, and legacy goals.
  • Income Planning – We ensure you have a sustainable income by optimizing Social Security, managing 401(k) & IRA rollovers, and utilizing annuities for guaranteed lifetime income.

Investment Management

We build and manage portfolios that align with your risk tolerance and long-term goals:

  • Growth investments (stocks, mutual funds, ETFs) for long-term appreciation
  • Income-generating assets (bonds, dividend stocks, annuities) to provide stable returns

  • Risk mitigation strategies to protect against market downturns

Personalized Planning

Customized retirement strategy tailored to your needs.

Licensed Professionals

Our licensed advisors work with top-rated institutions.

Couple enjoying retirement
Request your free consultation today

401(k) & IRA Rollovers

Rolling over your 401(k) or IRA strategically can help you:

  • Avoid unnecessary taxes and penalties.

  • Maintain investment control and flexibility.

  • Optimize distributions with tax-efficient withdrawal strategies to extend retirement savings.

Annuity Planning

Annuities provide guaranteed lifetime income to help retirees secure their financial future. We help you understand:

  • Fixed annuities – Guaranteed payments for predictable income.
  • Indexed annuities – Earnings linked to market performance with downside protection.
  • Variable annuities – Growth potential combined with a steady income stream.

Tax-Efficient Retirement Strategies

Our expert planning ensures your withdrawals are structured to minimize taxes and maximize savings:

  • Strategic RMD Planning – Managing Required Minimum Distributions to optimize tax impact.

  • Balanced Withdrawal Approach – Combining tax-free, tax-deferred, and taxable accounts for efficiency.

  • Pension & Social Security Optimization – Choosing the right claiming strategy for maximum benefits.

Why Work With Us?

  • Comprehensive, Client-Focused Planning – Strategies built around your unique goals.
  • Proven Investment & Income Solutions – Designed to ensure long-term financial security.

  • Expert Guidance on Tax & Wealth Management – Helping you make informed decisions.

Start planning for a secure and stress-free retirement today. Schedule a free consultation with one of our financial experts! For more information on Annuities, Click Here

Latest News