Secure Your Future with Florida's Premier Fiduciary Financial Advisors
Exclusively serving Florida state employees with personalized retirement planning, DROP options, and comprehensive insurance solutions.
As fiduciary advisors, we're legally bound to act in YOUR best interests—not ours. Get unbiased guidance from experts who understand your unique benefits and retirement system.
25+
Years Experience
10,000+
Clients Served
100%
Fiduciary
A+
BBB Rating
Our Trusted Insurance Partners
We work with leading insurance carriers to provide you with the most competitive options and comprehensive coverage
18+ insurance carriers working for you
Providing competitive rates and comprehensive coverage options
Specialized Solutions for Florida State Employees
We offer comprehensive services tailored specifically for Florida state employees. Our expertise ensures you get maximum value from your benefits and plan effectively for your financial future.
Retirement goals are as unique as the person defining them. The Simon Group is experienced in working with people like you to develop a unique and realistic retirement savings strategy to plan for a comfortable living during retirement. We specialize in helping you navigate these complex decisions to maximize your benefits and create a comprehensive retirement strategy tailored to your specific situation.
Medicare decisions are complex and permanent. Our Medicare specialists help Florida state employees understand their options, compare plans, and choose coverage that fits their health needs and budget while maximizing their state employee benefits.
Life insurance is essential for protecting your loved ones and can also serve as a valuable financial tool. We help state employees understand their group life insurance benefits and determine if additional coverage is needed to fully protect their family's financial security.
Ready to Secure Your Financial Future?
Schedule a free consultation to discuss your specific needs and discover how we can help you maximize your state employee benefits.
Schedule Your Free ConsultationFree Retirement Analysis - Limited Time Offer
Schedule your free consultation this month and receive a comprehensive retirement analysis plus our exclusive Florida State Employee Benefits Guide.
Take the Next Step Toward Financial Security
Join thousands of Florida state employees who have maximized their benefits with our guidance. Choose your preferred way to get started - we make it easy to connect with our fiduciary advisors.
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Fiduciary Standard
Legally required to act in your best interest
State Employee Specialists
25+ years with Florida benefits
10,000+ Clients Served
Proven track record of success
Free Consultations
No cost, no obligation analysis
Call Us
954-599-1950
Office Hours
Monday-Friday 9am-5pm
Weekend by appointment
Specializing In
Florida state employees