Office Location
1425 E. Piedmont Dr., Suite 303
Tallahassee, FL 32308
Phone Number
(850) 212-8509
Fax Number
(850) 807-5102
Send a Message
claudia.sachs@securitiesamerica.com
Hours
Mon - Thurs: 9AM - 4PM
Friday: 9AM-1PM
In Person: By Appt
Providing Financial Solutions to Florida State Employees for over 30 years.
Eliminating the confusion around your finances.
Specializing in the FRS State of Florida
Employee's DROP Program
Financial retirement planning should not give you a headache. Making the decision on what to do with your DROP (Deferred Retirement Option Program) asset or choosing the right investment mix in your deferred compensation account shouldn't keep you up at night. Having close to 30 years of experience in the financial services industry with a specialty in the FRS program, Claudia Sachs is who you want to have in your corner. Claudia can provide you the guidance on how to utilize your financial investments whether you have DROP, deferred compensation (457 plan), tax sheltered annuities (403b) also called a TSA plan offered by a public school, and/or IRAs, and show you how to maximize their potential usage to your needs.
Eliminating the confusion around the finances of
State of Florida Employees
We are proud to offer a wide range of comprehensive services to meet the needs of Florida State Employees. Whether you completed one year or over 30 years with the State and just need to get through the pile of paperwork that needs completing to prepare for your future retirement, manage the FRS Investment Plan, or to make decisions about the DROP program at retirement. We will be your sounding board, coach, and guide through the process.
Eliminate Confusion Towards Investment Solutions
One of the main reasons investors get so confused is that people giving investment advice all seem to disagree with each other. This investment is usually the largest portion of your net worth and this helps to create worry and panic. We are fiduciaries with experience, credentials, and ethics that will help you through the process and will keep your best interest in mind.
Gain Clarity On
Retirement Planning
By setting clear goals and gaining information about your retirement and helping you thinking about the quality of life that you want in retirement, we can then help you create your vision for retirement by building a personalized action plan to bring clarity to your vision.
Feel Confident About Your
Wealth Management
The greatest way to provide financial confidence is through financial education. We will provide you with the necessary tools to help you understand what you need to get clear about accomplishing your financial goals. By helping you set your goals, set up a customized plan, build up your financial acumen, we will be your trusted financial advisor in your wealth management relationship.
A Simple Resource Timeline For State Employees
What's inside your
FREE resource timeline...
1 Year Out - Contact Social Security Regarding Benefits
6 Months Out - Complete the "Service Retirement Forms Packet"
30 Days Out - Submit FRS Deferred Option Program (DROP)
Claudia L Sachs
Owner, CFP™
Unlike other financial advisors, Claudia is a local financial planner, who is seasoned in her profession with over 30 years of financial service expertise. She is a fiduciary as a Certified Financial Planner™ having obtained her CFP™ in 1994. Trust your retirement with a true financial professional with extensive knowledge of the FRS retirement system (Pension and Investment Plan) Deferred Compensation Programs, and the Deferred Retirement Option Program (DROP).
When it comes time to plan for your retirement, she will develop a customized plan and investment portfolio to meet your needs, risk tolerance, and goals. Once implemented, a specified program for periodic review to ensure account positioning is in line with your current and future needs and to readjust if needed.
This is a full-service financial planning program to ensure that your money is now working for you by reviewing your savings, life insurance, long-term care, and investment portfolios.
Clarity Call
20 Minute Chat
Sign up today for a 20 minute chat with Claudia Sachs!
During your clarity call, we will focus on learning about what's important to you. Our clarity call allows you to get any questions answered and identify what options are available to you now. When you have clarity on what is available to you then you'll be more informed on which steps you should take next toward your FRS plan!
"It's not about having lots of money,
it's about having clarity on what to do with it!"
Office Location
1425 E. Piedmont Dr., Suite 303
Tallahassee, FL 32308
Phone Number
(850) 212-8509
FAX Number
(850) 807-5102
Send a Message
claudia.sachs@securitiesamerica.com
About Claudia
With over 10 years of employment with the State of Florida government, Claudia has personal knowledge of the State of Florida FRS (Florida Retirement System). Working as a CFP™ locally, Claudia is a fiduciary with extensive knowledge of retirement planning working with many retirement and government programs, and offers full-service financial planning for all of your financial needs.
Our Services
View all Services
Hours
Monday : 9:00-4:00
Tuesday: 9:00-4:00
Wednesday: 9:00-4:00
Thursday: 9:00-4:00
Friday : 9:00-1:00
Saturday & Sunday - CLOSED
Securities offered through Securities America, Inc.
Advisory services offered through Securities America Advisors, Inc.
Member FINRA/SIPC
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States Registered
Insurance AL, CA, FL, GA, HI, MS, NC, NV, OR, SC
Securities AL, CA, FL, GA, MN, NV, OR, TX
RIA FL
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