FRS Retirement Planning for Casselberry's Public Employees.
Helping Seminole County teachers, county workers, and public employees in Casselberry navigate Florida Retirement System decisions with fee-only, fiduciary guidance.
A central Seminole County community for teachers and county workers.
Casselberry sits at the heart of Seminole County, surrounded by the school campuses, county service centers, and government offices that make up one of Central Florida's most active FRS employer networks. Many Seminole County Public Schools teachers, Seminole County Government workers, and SCSO personnel live in Casselberry while working throughout the county.
For many Casselberry-area public employees, FRS decisions — pension vs. Investment Plan, DROP timing, 403(b) coordination — have been sitting on the back burner for years. A single clear conversation can change that.
Benowitz Wealth Management is based just minutes away in Altamonte Springs. We serve FRS members throughout Seminole County with fee-only, fiduciary guidance: no commissions, no product sales.
Learn more about our approachCasselberry public employees at every stage of their FRS journey.
Whether you're a Seminole County teacher, county worker, or law enforcement officer living in Casselberry — we help you navigate every FRS decision.
What we help Casselberry-area FRS members work through.
Pension vs. Investment Plan
A side-by-side analysis of both FRS options based on your years of service, salary, and overall financial picture. We model both and let the numbers make the case.
Learn moreDROP Planning & Timing
For eligible FRS members, DROP entry timing directly affects your final accumulation. We model entry scenarios to find the window where DROP is genuinely optimal for your situation.
Learn more403(b) & 457(b) Coordination
Your pension is a foundation. We coordinate your supplemental accounts — 403(b), 457(b), IRA, Roth — with it for a coherent retirement income strategy.
Learn moreRetirement Income Planning
We map out the full sequence of income sources — pension, Social Security, savings — and help you build a drawdown strategy that protects what you've earned across a 25- or 30-year retirement.
Learn moreServing Casselberry-area public employees — talk with a fiduciary advisor about your FRS retirement.
The first conversation is free and commits to nothing — we listen first, present options second.
Let's build the retirement you earned.
A conversation costs nothing. A clear picture of where you stand is worth everything.