YOU ARE NOT ALONE!

Our advisors are here to answer those looming questions you may have during these uncertain times. Here are some FAQs you may need assistance with:

  1. Are my assets safe?
  2. What am I supposed to do with my accounts that aren’t looking good?
  3. Should I move to cash?
  4. Can I still retire, or should I wait until the market is up?
  5. What long-term impacts do you see?

Let’s talk! Although we are not meeting in person, we are continuing to serve you with several virtual options.

Click below to book your complimentary phone consultation with our team!

Book Now!

Retirement plans that work as hard as you do

From planning to payout, we help you live your dream retirement.

Learn How

Get started in 3 easy steps:

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1. Discover

Schedule a visit to sit down with us to discover what your ideal retirement looks like and determine if you are on track.

2. evaluate

Using the On the Money Retirement Blueprint Process, we’ll Stress Test your current financial situation and assess the probability of your successfully reaching your own retirement goals. We will diagnose your retirement income, investments, tax situation, health care and long-term care situation, and your estate plan.

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3. Co-Design

Together we will co-design a custom solution to help you live a confident retirement lifestyle.

 

Download Now!
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Get Your Free Toolkit Shipped To You Now

Discover how to avoid paying unnecessary taxes on your 401(k), IRA, 403(b) or TSP in retirement ...

You will learn:

  • How you can take advantage of the recent tax reforms to create a Tax-Free Retirement Plan.
  • The top 10 things to consider when planning for your retirement.
  • What 5 mistakes you must avoid with your money.
  • How to build a durable financial plan that works in both good and sour markets.
Click Here to Order Your FREE Toolkit Now!

Want to Discover More? Join us at a Live Event

Attend one of Jerry and Nick’s live educational events held at local colleges, libraries and fun venues. This is a great chance to dive deeper into retirement income strategies, wealth management and more.

June 2
Live Dinner Event: Tax Alert 2021- Discover How The Newly Proposed Tax Plan Could Impact Your Retirement
6:30 pm | Fleming’s Prime Steakhouse- Winter Park, Florida 933 N Orlando Ave
Winter Park, FL 32789 United States
Register
June 3
Live Dinner Event: Tax Alert 2021- Discover How The Newly Proposed Tax Plan Could Impact Your Retirement
6:30 pm | Fleming’s Prime Steakhouse- Winter Park, Florida 933 N Orlando Ave
Winter Park, FL 32789 United States
Register
View Full Calendar
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Listen to Our Podcast

Join America’s Father & Son Retirement Wealth Team as they co-host the On The Money with Jerry & Nick Royer Podcast, which is your one-stop show for financial tips and ideas you can use to help get you to and through retirement with more confidence and clarity.

Listen Online Now
Ask A Question

Listen to the Podcast

Join America's Father & Son Retirement Wealth Team as they co-host the On The Money with Jerry & Nick Royer Podcast, which is your one stop show for financial tips and ideas you can use to help get you to and through retirement with more confidence and clarity.

Listen Online Now
Ask A Question

Listen to Jerry and Nick on the Radio!

We’re proud to have been featured in these major media outlets.

WBZW
WORL
WTLN
WFLF-AM
Tune into previous shows

The Second Act

Retirement isn’t the final chapter in the book of life. But rather, a new beginning.

» Watch Our Story
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Losing Sleep Over Money?
Schedule A Visit With Us Today.

3 ways to connect with us:
#1 Schedule a complimentary visit with our team today,
#2 Set an introductory 15-minute call,
or #3 Register to attend an upcoming live event.

Schedule a Visit
Schedule a Call
Register for a Seminar

Or give us a call at 844-Group10