Florida Retirement IQ

An optional next step

Want to talk it through with someone?

Finishing the Retirement IQ Journey is the point of this platform — a conversation is entirely optional. If you'd like to walk through what your report surfaced with an independent advisory team, a 30-minute discovery meeting is available at no cost and with no obligation.

What we cover

  • What you want retirement to look like, in your own words
  • The planning opportunities your Retirement IQ Journey surfaced
  • The questions worth asking next, whoever you ask them of
  • How an ongoing planning relationship works, and what it costs, if you're curious

30 minutes, by video or phone

A conversation, not a presentation

Held to a fiduciary standard

Choose a time in your secure center

Meeting requests are handled inside your secure Florida Retirement IQ account, so your details, your educational report, and your conversation history stay in one private, encrypted place.

  1. 1Open your secure center
  2. 2Claim an open time, or tell us when suits you
  3. 3An adviser confirms within one business day

Educational content only. Not individualized investment, tax, or legal advice.