We service clients in multiple states. Physical Locations in Florida, Georgia, & Alabama.

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Retirement Services

Fund Your Financial Future with a Retirement Plan

Whatever your life stage, savings level or goals, at U-Vest® Financial, we offer retirement plans designed to meet your needs. Depending on your situation, a traditional or Roth IRA can offer tax advantages and serve as a primary or supplemental retirement savings vehicle.

Why Retirement Planning?

Why Retirement Planning?

We believe retirement is a reward for a life well-lived. But reaching the milestone isn’t something that just happens; it takes long-term strategic planning. Together, we can work to create an investment plan designed to help you.

As part of the retirement planning process, we’ll assess your current financial position, help you set retirement goals, identify income sources and evaluate your risk tolerance. Whether it includes IRAs, employer-sponsored plans, or a combination of the two, we can collaborate to create a plan you feel comfortable with, understand and is tailored for your particular needs. We work with you every step of the way!

When it’s time to begin taking distributions or planning the legacy you wish to leave loved ones, we will be there for those phases as well.

We Are Committed to Helping You:

  • Meet retirement income needs, aspirations and expenses 

  • Maintain lifestyle choices and priorities in retirement

  • Fund long-term goals and goals for travel, health care, charitable giving and other personal goals.

Work for the State of Florida?

We can help you navigate through Florida Retirement System (FRS) and the Deferred Retirement Option Program (DROP).

Contact us to learn more

Retirement Planning at Any Stage of Life

A well-designed financial plan grows and changes with you. It’s tailored to your objectives, needs, long-term goals, time horizon, risk tolerance and personal values. We’ll work together to target your goals while addressing key needs such as cash flow, budgeting, net worth, and the impact of income taxes.

One thing we’ll keep in mind as we work through your priorities is the four basic lifecycle phases of planning:



A saving and investing period that usually runs from your early working years until your late 40s.



A time to manage your funds and transition to more conservative investing, usually your 50s and early 60s.



The time when you begin your post-work life and live off your investment income. 



A time to pass down what you’ve learned and acquired to the next generation.

Retirement Income

Retirement Income

One challenge many retirees face is generating enough income in retirement to meet their standard of living. Even those who’ve prepared well for retirement can be surprised at the change from a standard paycheck to receiving income from a variety of sources such as Social Security, pension, and/or other retirement plan distributions. What’s more, factors such as inflation, health care costs and market volatility can impact your retirement savings and how long they may last.  

You’ll spend years saving for retirement. Don’t let that hard work go to waste. By working together now, we can create a smart approach for living on your investment income during your post-work life.

Our mission, every day, is to help you at all stages of your financial journey and through whatever changes life may bring. Contact us today to schedule an appointment. 

Thank you!

LPL Financial is not affiliated with FRS or DROP.  (08/21)