About Us
Services
We help you make informed decisions and feel confident about your financial future. Whether you're just starting your career, planning for retirement, or already retired, our services are designed to meet your needs
Retirement Income Planning
We specialize in helping Florida public servants create retirement income strategies that combine FRS pension, Social Security, and retirement plans for sustainable income throughout your retirement years.
Customized Goal Setting
We work with you to set clear, actionable financial goals tailored to your unique life situation, creating a roadmap that aligns with your aspirations and values.
Investment Management
We offer personalized investment strategies that reflect your risk tolerance and financial objectives, with special consideration for public service benefits packages.
Cash Flow & Budget Management
Create a budget that works for your current lifestyle and future goals, ensuring you live comfortably while saving effectively.
Tax Planning Strategies
Navigate tax-efficient strategies designed specifically for public employees, helping you reduce your tax burden and keep more of what you earn.
Estate & Legacy Planning
Create an estate plan that protects your family and ensures your assets are passed on according to your wishes, minimizing complications.
Build Your Financial Future: Start with Our Comprehensive Planning Tool
Start building your personal balance sheet, manage your liquidity, and create a budget tailored to your goals. Our tool gives you a clear view of your financial picture, allowing you to track progress, make adjustments, and plan for a secure future—all in one place. Ready to get started?
Start Your Financial Journey
Take the first step towards financial freedom with our expert investment management services.
Financial Planning and Consultation Services: $250 per hour
Important Disclosures
Reality Financial Planning Services, LLC (RFPS) is an Investment Adviser registered with the State of Florida.
All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services.
Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or completeness of any description of securities, markets or developments mentioned.
Please contact us if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.
Copyright © 2021, Reality Financial Planning Services, LLC. All rights reserved.
All rights herein are copyright protected and may not be reproduced without the express written permission of the copyright owner.