Serving Florida first responders since 1999.

RETIREMENT PLANNING

Here's to your financial freedom.

We believe “Retirement” can be better defined as Achieving Financial Freedom. We think financial freedom means: Doing What You Want, With Whomever You Want, Whenever You Want to do It. What does Financial Freedom mean to you?

FREEDOM-FOCUSED RETIREMENT PLANNING

Take action toward financial freedom at every stage.

Whether you’ve achieved it, are close to achieving it, or are still defining what what it means for you, AWP can has the tools and expertise required to serve as your dedicated team, focused on fostering your financial freedom.

Achieve financial peace of mind.

OUR APPROACH

Retirement planning, the way it should be.

We use custom financial planning tools and years of experience specific to our First Responder audience to build your plan, track its success rate, adjust for life’s unknowns, and communicate the results with you in plain English.

First responders, first and foremost.

We know the tax implications of DROP, 457(b), and all things FRS inside-and-out. As a team of tax planning exports and financial advisors specializing in first responders, you should expect nothing less.

We keep it simple.

At AWP, we provide clear, easy-to-understand guidance and actionable advice tailored to your unique retirement goals – so you make informed decisions with confidence, without getting bogged down in complicated jargon or overwhelming details.

Work with a team (not just an advisor).

Our team-based approach gives you a group of experts who apply multi-disciplinary, collective expertise to your tax strategy, and provide for a more seamless integration with the bigger picture of your financial life.

WHAT'S MORE?

We take an proactive, hands-on approach to helping you secure financial freedom.

A successful retirement plan is a dynamic process that requires regular review and adjustment as your life circumstances and economic conditions change. We focus on:

Enhancing and monitoring the success rate of your plan
Converting your retirement savings into a steady income stream
Crafting a unified investment strategy to minimize risk and boost returns
Providing continuous tax planning to lower your tax burden
Coordinating all aspects of your financial life for a successful retirement

HAVE YOUR [NEST] EGG, AND EAT IT, TOO

A retirement plan you can feel great about now, and enjoy the fruits of later.

Work with AWP to design an investment strategy that provides steady, reliable income – giving you financial peace of mind throughout retirement.

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.

ABOUT US

Helping first responders retire well since 19991.

Atlantic Wealth Partners (AWP) has built a legacy of trust and expertise in financial planning for over two decades. Our deep understanding of the unique challenges faced by first responders has allowed us to provide tailored retirement and financial planning solutions.

Our legacy is rooted in dedication, longstanding relationships, personalized service, and a deep commitment to supporting the financial well-being of those who serve our communities.  See the history of our firm and how we have been catering to the needs of Florida’s First Responders since 1999 here.

First Responder Families Served
0 +
First Responder AUM/AUA
$ 0 M+
1 As the Center for Wealth Planning from 1999-2017. As of 4/1/2024.

When you work with Atlantic Wealth Partners, you get more than just an advisor – you gain a team of seasoned professionals that are held to a higher standard of financial planning and estate planning, working to guide you through your financial journey with the respect and integrity you deserve.

FREE RESOURCES

First-Responder Retirement Planning Tools & Guides

Designed for Florida first responders. Powered by AWP.

Defining Your Legacy
Managing Portfolio Volatility
Selecting the Right Pension Option for Your FRS Pension Plan
The Top 10 Social Security Claiming Strategies You Should Consider
Secure Your Family’s Financial Future
Minimizing Taxes in Your Retirement Year
Maximizing Your FRS Pension & DROP for Florida’s Special Risk Employees: A Guide for First Responders
Covering Healthcare Costs in Retirement: A Guide for Florida Retirement System Members
Turning Investments into a Retirement “Paycheck”
Finding Your Optimal Retirement Age
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