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Drop Planning

On a personal level, our advisors are very connected to this group. We all have teachers and first responders as family and friends. Early on in our careers, we learned that participants in the Deferred Retirement Option Program (DROP) were not getting the information and education necessary to choose the best retirement benefits option. Instead of being offered savings and investment solutions, they were being sold products.

We work with our DROP clients to educate them on all the retirement investment options and help them to decide on the best course of action for reaching their financial goals. If you or a member of your family is currently eligible or participating in the DROP program, join us in helping you make the most secure decision.

Check the background of this advisor on FINRA’s BrokerCheck.