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Retiring from Publix?  You've got 2 BIG decisions to make.

How much stock to keep - and where to keep it.

Option  #1
Rolling your stock Into an IRA and holding

The Pros and Cons

Learn more
Option #2
NOT Rolling your stock into an IRA and holding

The Pros and Cons

Learn more
Option #3
Rolling your stock into an IRA and diversifying

The Pros and Cons

Learn more
Option #4
Not Rolling your stock into an IRA, Selling, then Diversifying

The Pros and Cons

Learn How

For over 20+ years, we've helped dozens of current and former Publix Associates through a variety of financial challenges. And because of our knowledge and experience, over 60 percent of our clients are current or former Publix Associates.

Check out what other Publix Associates are saying about us.....

YES, I would like to schedule a complementary call with Mike

Schedule a Call

My own career with Publix started in 1979, and after retiring in 1999, I began my career in financial planning. 

When I retired, the ESOP and Profit Sharing were still separate programs. And after beginning the distribution process with no experience or professional guidance at the time, I soon realized how confusing it can be.

Because of this experience, shortly after taking my own distribution I began helping other Publix Associates plan for their Life After Publix. 23+ years later, I'm still passionate about helping people like you avoid the mistakes I made, and still see people making today.

Because of my experience and time at Publix, I know the challenges you face, and how to help you successfully navigate them.

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YES, I would like to schedule a complementary call with Mike

Schedule a Call

Characteristics that define a financial advisor.

As a Publix Associate, I know choosing a financial advisor can be very confusing and there's no shortage of firms throughout the South actively seeking your business. I believe at least part of that confusion is because many in my industry have adopted the title "financial advisor".  A Financial Advisor is registered to offer advisory services through a Registered Investment Advisor (RIA) which is registered with the SEC.

According to 

"a true financial advisor should be a well-educated, credentialed, experienced, financial professional who works on behalf of his clients, as opposed to serving the interests of a financial institution". "Generally, a financial advisor is an independent practitioner who operates in a fiduciary capacity in which a client’s interests come before their own".

With that in mind, I am:

  • Credentialed CERTIFIED FINANCIAL PLANNER™ professional (see the CFP® section for more details)
  • Independent - we have no quotas, no proprietary products and we're investment product neutral
  • Planning focused - we offer true financial planning for a fee.
  • Process driven - we use a clearly defined process that has helped Publix Associates for over 2 decades.

I offer:

  • Holistic, fee based advice - I have the training and experience to look at your total financial picture and understand how all the pieces fit together.
  • Open architecture - the ability to provide all types of product solutions from thousands of providers.
  • Flight time - I've spent 1000's of hours over the last 20+ years helping Publix Associates retire.
  • I've been through the process - I understand Publix' paperwork, distribution process and potential mistakes
  • I understand you - the Publix culture, the history you have with the company, and how important your retirement is to you.

 Doesn't it make sense to have someone with this type of knowledge and experience working for you!

4 ways to find out more: 

  • Call or email us -- We're happy to hear from you
  • Attend a Life After Publix Workshop -- Our workshops are focused specifically on issues unique to Publix Associates and go much deeper into the topics mentioned here. You can register here or simply call our office.
  • Join our mailing list -- We regularly send out helpful information about the financial issues of the day and issues that specifically concern those people approaching retirement. 
  • Check out our blog -- A deeper look at specific planning issues relevant to Publix Associates and general market commentary

So, what does Life after Publix look like for you? It all begins with a phone call.

In Central Florida at (407) 663-5020
From South Florida at (561) 237-5007


 *Important: the information contained in this section is provided for educational purposes only and should not be considered personal advice.

While the information is believed to be accurate, it remains the sole responsibility of Publix Associates to contact the Retirement Department of Publix to obtain confirmation of it's accuracy prior to separating from service and taking distribution of their retirement accounts. It is also the sole responsibility of Publix Associates to contact their tax and legal advisors to confirm the accuracy of any tax or legal issues mentioned that may be applicable to their particular situation. The information in this section may not be transferable to other corporate retirement plans and should be verified before it is applied to your individual situation.,, LPL Financial and Crossover Point Advisors are not endorsed by or owned by Publix Super Markets Inc.

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Thank you!