As a Florida APRN, you face unique financial challenges that traditional advisors don't understand. Our comprehensive services are tailored specifically for nurse practitioners who demand expertise in healthcare benefits, tax optimization, and retirement confidence.
Your interests always come first - no commissions, no conflicts
We teach you the 'why' behind every recommendation
Deep expertise in 403(b), 457(b), and healthcare benefits
Our specialized approach addresses the unique financial landscape that Florida APRNs navigate throughout their careers.
Core Service
Comprehensive retirement planning designed specifically for APRNs, accounting for unique benefits packages, income patterns, and career trajectories in Florida's healthcare system.
Strategic Advantage
Maximize your take-home income and minimize lifetime tax burden with Florida-specific strategies tailored for high-earning healthcare professionals.
Growth Focused
Evidence-based investment strategies designed for busy professionals who need growth without constant monitoring or complex decision-making.
Protection Planning
Comprehensive insurance analysis to protect your family and career, ensuring you have the right coverage for income protection and long-term security.
We've designed our process specifically for busy APRNs who value their time and want clear, actionable guidance.
20-minute conversation about your goals and current situation
Deep dive into your finances, benefits, and retirement readiness
Personalized plan with clear action steps and timelines
Regular check-ins and adjustments as your career evolves
As an Advanced Practice Registered Nurse in Florida, you face unique financial opportunities and challenges that traditional financial advisors simply don't understand. Our specialized approach addresses these head-on.
Navigate complex 403(b), 457(b), and pension systems offered by Florida hospitals and health systems. Maximize employer matches and understand vesting schedules.
Plan for income fluctuations from PRN work, overtime, specialty certifications, and potential practice ownership or partnership opportunities.
Factor in ongoing certification requirements, conference expenses, and potential career pivots into education or leadership roles.
Develop comprehensive strategies to protect your wealth and assets from unexpected financial risks while maintaining your ability to grow your retirement savings.
Take advantage of Florida's unique tax structure to maximize your retirement savings and minimize your lifetime tax burden.
Keep more of your high APRN income with Florida's zero state income tax, allowing for maximum retirement contributions.
Convert traditional retirement savings to Roth accounts during lower income years, creating tax-free retirement income for life.
Retire in the state where you built your career, with favorable tax treatment on retirement income and Social Security.
Join hundreds of Florida APRNs who have partnered with us to build secure, confident retirement plans. Your healthcare career deserves financial planning that understands your unique journey.
No obligation, just personalized insights
Your interests always come first
We understand your unique challenges
Trusted by Florida's Healthcare Professionals
"Finally, a financial advisor who understands the complexity of healthcare benefits and APRN career paths. Derek helped me optimize my 403(b) and plan for early retirement - something my previous advisor never even discussed."