Advisory Disclosure: Benowitz Wealth Management is a trade name of Joy Financial Group LLC, a fee-only investment adviser registered with the State of Florida (CRD 331545). Registration does not imply any certain level of skill or training. Advisory services are offered only where the Firm is properly registered, notice filed, excluded, or exempt. Content on this site is educational and is not individualized investment, tax, or legal advice, and is not a recommendation to buy or sell any security or to take or refrain from taking any action with respect to a retirement benefit election. Investing involves risk, including the possible loss of principal. Past performance is not a guarantee of future results.
FRS Non-Affiliation Notice: Neither Joy Financial Group LLC nor Benowitz Wealth Management is affiliated with, endorsed by, or employed by the Florida Retirement System, the Florida Division of Retirement, the State Board of Administration of Florida, MyFRS, or any government agency. FRS members may obtain free, unbiased guidance from the MyFRS Financial Guidance Line at 1-866-446-9377.
Tax & Legal: Joy Financial Group LLC does not provide tax, accounting, or legal advice and does not prepare tax returns. Consult a qualified tax professional or attorney regarding your specific situation.