At Aubry Wealth Management, we specialize in creating financial strategies to take you to and through retirement . Our services are designed to help you navigate the financial complexities of life, no matter where you're starting from. We also have a special focus on individuals who are part of the Florida Retirement System (FRS), including those participating in the Deferred Retirement Option Program (DROP).
We believe that many people fail to recognize the importance of the financial and/or retirement planning process. Too often, individuals put emphasis on a particular product over a process, and many advisors unfortunately lead with products over a well-defined process. Our aim is to shift the paradigm and change the landscape of financial planning by placing value on having a unique, well-defined process that we use to create financial strategies for our members.
Our Process involves getting to know each of our members and their unique financial situation. We take a hands-on, comprehensive approach to financial planning, taking into account all aspects of our members' financial lives, including their retirement goals, assets, liabilities, income, and expenses. From there, we work with our members to develop a customized strategy that utilizes an intelligent combination of investment and insurance solutions tailored to their needs and goals.
No matter where you are on your financial journey, we can help you reach your goals.
Get grounded in the basics first. We’ll help you kick-start your financial journey with a clear understanding of budgeting, savings, and investing with a view towards the future.
As your financial landscape begins to take shape, we’ll help you identify and manage potential risks, develop a financial plan, and create a strategy that leaves you with a complete roadmap to reach important milestones.
Whether you’re retiring now or in 5 to 10 years, we’ll design a plan to help mitigate financial risk and create the right amount of income, using distribution strategies and legacy planning to help you focus on what matters most -- doing what you love with and for those you love.
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