Office Location
1425 E. Piedmont Dr., Suite 303
Tallahassee, FL 32308
Phone Number
(850) 212-8509
Fax Number
(850) 807-5102
Send a Message
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 doesn’t have to be overwhelming, but for many state employees, navigating the complexities of their finances can be a significant source of stress. Decisions like what to do with your DROP (Deferred Retirement Option Program) assets or selecting the right investment mix in your deferred compensation account often feel daunting. Without proper guidance, confusion and missed opportunities can lead to unnecessary financial strain. Common pain points include:
Uncertainty about managing DROP funds
Lack of clarity on income, expenses, and inflation impacts
Unawareness of available benefits
When state employees have access to guidance that eliminates financial confusion, retirement planning becomes much more manageable. With clear direction, they can make informed decisions about their DROP assets, deferred compensation accounts, and overall financial strategy, reducing stress and maximizing opportunities. Key benefits include:
Confidence in managing DROP funds
Reduced anxiety about market fluctuations
Full access to benefits and resources
3-Step Clarity Framework
This framework assists people to find clarity and confidence through three steps, which look at building a strong foundation, developing tailored solutions, and maintaining ongoing alignment. Each phase helps to ensure state employees have a clear and adaptable path to achieve their retirement goals.
Finding Foundations
This step focuses on understanding the unique expectations, questions, and needs of state employees to create a strong starting point for their financial journey. This includes setting clear goals and gathering essential data to build a personalized and effective retirement strategy.
Clarifying Solutions
The second step involves analyzing the gathered information to identify tailored financial strategies. This includes presenting solutions, developing a comprehensive plan, and implementing it to set employees on a clear path toward their retirement goals.
Ongoing Review
Finally ensure the financial plan remains effective and aligned with the employee’s goals. This step involves conducting a yearly review to assess progress, addressing any changes in circumstances or expectations, and refining the strategy to meet future needs.
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
15 Minute Chat
Sign up today for a 15 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
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 and investment advisory services offered through Osaic Wealth, Inc.
Member FINRA/SIPC
Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction, or from every person listed.
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States Registered
Insurance AL, CA, FL, GA, HI, MS, NC, NV, OR, SC, CO, KY
Securities AL, CA, FL, GA, MN, NV, OR, TX, CO, KY
RIA FL
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