Jp Aubry, Cres Email & Phone Number

Orlando, Florida, United States

Aubry Wealth Management provides hands-on financial guidance to pre-retirees and retirees looking to protect their portfolios against potential risk, increase their probability of investment success, and maximize income in retirement. We are an independent, fee-based firm offering ongoing financial planning and investment management. Our main goal is to take the anxiety out of planning for retirement, so our members can focus on what matters most.

Our classroom-style courses are designed to give FRS pre-retirees and retirees a detailed overview of common retirement topics. We’ll show you information you can use to develop your own personalized strategy as you confront the challenges of retiring in a rapidly changing world. What you’ll discover:* The FRS DROP exit process and how to maximize your benefits* How taxes effect retirement* Healthcare, long-term care, life insurance, and estate planning* How to create income streams in retirement * Social Security and “taxation surprise”