Serving Florida first responders since 1999.

TAX STRATEGY

Secure more of what is yours to keep.

Whether you’re well into retirement, newly retired, or still working, AWP can help you keep more of what you’ve earned and secure maximum benefits with smart tax strategies tailored to first responders.

SAVE AT EVERY STAGE

Smart Tax Minimization Strategies for First Responders

We offer comprehensive tax strategy services tailored to optimize your financial outcomes at every stage of life. Our approach ensures that you can minimize your tax burden, maximize your savings, and keep more of your hard-earned money.

Align income sources (e.g. Pension, Social Security, Required Minimum Distributions, etc.) to optimize tax efficiency in retirement.

Convert traditional retirement accounts to Roth IRAs to reduce future tax burdens (RMD’s)

Manage income levels to minimize Medicare premiums.

Implement strategies to prevent unnecessary Medicare premium increases.

Maximize tax benefits – and your legacy – through thoughtful charitable contributions.

Strategically plan your retirement date to optimize tax outcomes.

Aim for a smooth transition with minimized tax impacts, without giving up hard-earned benefits that you’ve accumulated.

Review your tax situation to avoid surprises in your retirement year.

Personalized guidance to adjust your withholdings based on your income, deductions, and financial situation. We help you strike the right balance, reducing the risk of a large tax bill or a missed opportunity to invest your money more effectively throughout the year.

We will review returns annually to identify tax-saving opportunities. View a sample of our tax analysis here.

Personalized guidance to adjust your withholdings based on your income, deductions, and financial situation. We help you strike the right balance, reducing the risk of a large tax bill or a missed opportunity to invest your money more effectively throughout the year.

Strategically convert to Roth IRAs during working years using backdoor-Roth conversion strategies.

Guidance on saving and investing in accounts that maximize after-tax returns with your future financial picture (retirement) in-mind.

How much could you be saving?

We offer first responders FREE tax return analyses.

OUR APPROACH

Not just another financial planning firm.

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.

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.

Transparency, integrity, respect.

At AWP, we prioritize transparency, uphold our duty as a fiduciary with integrity, and treat each of our clients with the respect they deserve wherever they are in their financial journey.

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.

Get a free tax return analysis.

Are you paying more than you need to? Our tax experts will give you the answer.

Schedule a free consultation.

Let’s talk about how we can help you develop a tax strategy for your circumstances.

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FREE RESOURCES

First Responder Tax Planning Tools & Guides

Designed for Florida first responders. Powered by AWP.

Ace Your Tax Game: The Top 10 Tax Deductions Commonly Available to Retirees
How to Leverage Your $3,000 Tax Exemption for Qualified Healthcare Expenses
How to Maximize Charitable Contributions
Tax Playbook: Section 179 Deduction with 2024 Bonus Depreciation
Minimizing Taxes in Your Retirement Year
Maximizing Your FRS Pension & DROP for Florida’s Special Risk Employees: A Guide for First Responders

GET OUR FREE GUIDE:

Learn what to look for in a financial advisor with this free guide and companion checklist, designed for first responders.

Your information will never be shared with a third party.

By submitting this form, you agree to receive emails from Atlantic Wealth Partners, LLC. You can unsubscribe from these emails at any time by using the link at the bottom of every email.