Located on Florida’s Space Coast, with some of the nation’s premier financial planning and wealth management advisors, CrossleyShear Wealth Management has been driven by a singular passion – to be there for our clients at every step of their financial journey. For over 20 years, we have partnered with aerospace industry employees and contractors to provide the very best in financial care, utilizing our experience and expertise to deliver a comprehensive suite of services and solutions including:
- Retirement Planning
- Investment & Asset Management
- Trust and Estate Planning
- Insurance Planning
- Education Planning
- Executive Wealth Management
As a federal government employee, your benefits package is among the best available with a range of unique programs, provisions and exceptions. However, the uniqueness of your benefit system also brings some added complexity. It’s important you maximize your federal benefits and understand how they precisely fit within your overall financial picture. Federal employees also have distinct needs that are not addressed by most generic retirement financial planning. As you approach and plan for your retirement, it’s critical you have a trusted partner that is familiar with your benefit features, regulations and rules, and has the vision and insight to help ensure both your financial today and tomorrow are well protected.
Our team also understands the unique needs of aerospace industry contractors and the complexity and uncertainty of contract renewals. Using our diverse planning tools, we anticipate the shifting employment landscape by planning appropriately for potential cash flow issues and providing guidance when contemplating early retirement. Our team comprehensively understands the uniqueness of aerospace industry employees and contractors and will work with you to develop a personalized plan based on your goals and vision of tomorrow, helping to ensure all facets are seamlessly working to meet the needs of you and your family.
How We Can Bring Clarity To Your Future
The Client: A life-long employee of the aerospace industry.
The Vision: Early retirement.
The Plan: In conjunction with maximizing federal benefits, we would prepare asset allocation and retirement plans. We would also analyze insurance needs and develop a comprehensive plan to minimize the impact of taxes.
This case study is for illustrative purposes only. Individual cases will vary. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Prior to making any investment decision, you should consult with your financial advisor about your individual situation. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.