Ready to Maximize Your FRS Retirement Benefits?
Atlantic Wealth Partners can give you the insight you need to build a retirement you can count on. We focus exclusively on helping First Responders make the most of their FRS Retirement options. From maximizing your pension benefits to optimizing your overall financial strategy, we offer tailored advice to help secure your financial future.
WHAT WE OFFER:
AWP Helps You Get the Most Out of Your FRS Retirement Plan
Pension Maximization
AWP can help you get the highest possible benefit from your FRS Pension Plan by reviewing your options and making strategic decisions.
DROP Optimization
AWP can help you navigate the Deferred Retirement Option Program (DROP) confidently – knowing your options are aligned with your long-term goals.
Retirement Income Strategies
AWP can build a custom plan for your FRS withdrawals and then manage this assets to with the aim of creating a steady, reliable income throughout retirement.
A TEAM COMMITTED FULLY TO FIRST RESPONDERS
Helping Florida's finest with all of their financial needs since 1999.†
You know how to keep Florida safe and healthy, and we know how to navigate the financial complexities of your work and retirement. We specialize in:
- FRS Pension Plan
- Insurance Optimization
- FRS Investment Plan
- 457(b) Plans
- DROP Optimization
- Retirement Planning
A Legacy of Service to First Responders
AWP’s relationship with the First Responder community dates to the late 90’s when we first became acquainted with the Palm Beach County PBA as the Center for Wealth Planning. Since then, we’ve grown as a team and have served over 500 First Responder families throughout South Florida. AWP is the only financial advisory firm with a dedicated office location at the Palm Beach County PBA, where we hold our Open Office Hours sessions on select dates.
Focused on making retirement work for you.
Retirement marks a significant transition—from earning a paycheck to relying on your savings and investments for income. AWP’s customized wealth and investment management strategies are designed to support your financial stability over the long term.
OUR EXPERTISE:
Comprehensive Financial Advisory for First Responders
The Atlantic Wealth Partners (AWP) team knows DROP, FRS Pension Plan and Investment Plan, and 457(b) plans inside-and-out. We have a deep understanding of the unique considerations for financial planning and asset management related to these programs and plans.
Retirement Planning
Give yourself peace of mind with a well-defined horizon. AWP’s retirement planning services help you build a secure and comfortable future by creating personalized strategies tailored to your needs.
Tax Strategy
Protect your assets and keep more of what you earn. Our tax strategy services are designed to optimize your financial situation by minimizing liabilities and maximizing savings.
Growth-Focused Investment Management
AWP’s growth-focused investment management aims to enhance your portfolio’s performance through strategic asset allocation and proactive management.
Retirement Income Investment Management
Our retirement income investment management services focus on generating a steady and reliable income stream for your post-retirement years.
Get a free retirement assessment.
An investment analysis, pension max analysis, and a tax return review – free for First Responders.
Schedule a free consultation.
Share your vision for the future, and we’ll share how we can help get you there.
Download our free FRS Pension & DROP checklist to stay on track.
Created by financial planning professionals who specialize in serving First Responders, this checklist covers key dates and financial considerations to help you make the most of your pension.
WHY WE FOCUS ON YOU:
A Day That Defined Our Purpose
For Steve Olson, founder of Atlantic Wealth Partners, the need for financial security hit close to home long before he ever considered a career in wealth management.
It was July 4th, 1991. Steve’s father, a police officer and detective – who had recently moved from the NYPD to Virginia Beach, VA – was out on patrol. A day meant for celebration suddenly unraveled into a nightmare when his car was hit by a drunk driver while on duty. The injuries he sustained were severe enough to force him into early disability retirement, leaving his family to navigate the complexities of financial survival on their own.
For a family already living modestly, the sudden loss of income was devastating. With no financial safety net in place, they struggled to make ends meet and now had to face tough decisions about their future. The experience left a mark on Steve, teaching him an invaluable lesson about the impact financial distress can have on a family.
Years later, that lesson would become the driving force, the “Why,” behind Steve’s work. Over the years, Steve has channeled this motivation into providing financial guidance that addresses the unique needs of First Responders. He understands that along with the day-to-day risks and unpredictable, high-stress situations, these careers come with financial complexities that require tailored advice and careful planning.
We're ready to help you retire well.
Atlantic Wealth Partners, LLC (CRD No. 289440), is an investment advisor registered with the United States Securities and Exchange Commission. The use of the term “registered” to refer to our firm and/or our associated persons does not imply any particular level of skill or training. The information contained herein is not an offer to sell or a solicitation to engage us for investment advisory services in any jurisdiction(s) in which we are not appropriately registered, excluded, or exempt from registration. Copies of our Form ADV Part 2A Firm Brochure and our Form ADV Part 3 Client Relationship Summary are available free of charge at https://adviserinfo.sec.gov/. Our Client Relationship Summary is also available here.
All information, statements, and opinions (and/or hyperlinks to third-party websites containing the same) referenced herein have been obtained, derived, and/or provided from sources which we believe to be reliable and accurate. However, we do not warrant or guarantee the timeliness, completeness, or accuracy of any of the same and are not responsible for errors or omissions in materials on third-party websites. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, which clients should be prepared to bear. The information contained herein is for informational purposes only and is not intended as personalized investment advice. You should consult with a financial professional regarding your financial needs and limitations before considering any investment. Advisory services and advisor-client relationship commence only upon the execution of a written investment advisory agreement.
†Serving Florida’s First Responders since 1999 as the Center for Wealth Planning from 1999-2017, and continuing our commitment henceforth as Atlantic Wealth Partners.