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DROP Rollover Information

 

The Deferred Retirement Option Program (DROP) is an excellent way of accruing additional tax deferred retirement funds for the public/government sector employees.

It is very important to make timely and prudent decisions regarding any other investments that you may have, with respect to augmenting your government retirement benefit and ensuring that you and your family are financially secure during your retirement years.

CPS Investment Advisors is an established Investment Firm providing comprehensive retirement planning, asset management and tax strategies, and estate planning services for over 30 years throughout Florida. CPS Investment Advisors has an experienced team of professional Certified Public Accountants (CPAs), Personal Financial Specialists (PFSs), and support staff to serve you. We embrace a comprehensive approach to financial planning tailored to your financial goals, personal values, and unique family dynamics. CPS Investment Advisors is strictly fee only, charging no commissions on investments nor selling any investment products.


What can you expect to receive with the CPS Investment Advisors:

low cost

minimize risk

maximize returns within risk tolerance

long term financial security

augment public/government sector pensions

retirement income planning 

peace of mind financial advice

 

CPS INVESTMENT ADVISORS OFFERS OVER 30 YEARS OF EXPERIENCE

• Fee based financial management • Professional team of CPAs, PFSs and support staff

• Comprehensive approach • Commitment to excellence

• Income tax strategies • Unparalleled customer service

• Estate planning • Develop one-on-one long term relationships

• Life insurance • Trust, Credibility, Integrity

• Long term care insurance • Client education


If you need more information or assistance regarding your DROP Rollover please contact Michael L. Lawton at mlawton@cpalliance.com

 

 

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