2600 Maitland Center Parkway
What does it look like for you?
Attend one of our weekly webinars! Live each Wednesday at 5 pm we offer 1 of our 4 free educational webinars via Zoom.
Week 1 - The Most Important Questions to Ask BEFORE You Retire From Publix.
Week 2 - What Is NUA and Cost Basis, and Why Does It Matter?
Week 3 - The Little Known Risks of Publix Stock - Straight from Publix' Annual Report
Week 4 - The 4 Distribution Options When You Retire - A Deep Dive
You don't need a camera - just a computer, tablet or your phone.
Yes, that's me and my wife with Mr. Hollis at my 10 year dinner.
When I retired, the ESOP and Profit Sharing were still separate programs. And after going through the distribution process myself with no experience or professional guidance at the time, I soon realized how confusing it can be.
Almost immediately after taking my distribution, I began helping other Publix Associates plan for their life after Publix, and today I'm still passionate about helping other Publix Associates avoid the mistakes I made, and still see people making today.
Most of our clients initially began working with us because they felt it was time to begin preparing retirement and wanted to find out where they were in relation to their goals.
As a result, over the last 20+ years, I've helped dozens of current and former Publix Associates through a variety of financial challenges. And today, because of the knowledge and experience I've acquired since then, over 80 percent of my clients are from Publix.
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".
(I even went to a car dealership recently and the salesperson's title was "client advisor").
According to Investopedia.com
"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:
You have multiple choices for your retirement advice, but because of my experience and my time at Publix, I know the challenges you face, and how to help you successfully navigate them.
Doesn't it make sense to have someone with this type of knowledge and experience working for you!
4 ways to find out more:
So, what does Life after Publix look like for you? It all begins with a phone call.
In Central Florida at (407) 663-5020From 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 here 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 applying to your individual situation.
RetireFromPublix.com, LifeAfterPublix.com, LPL Financial and Crossover Point Advisors are not endorsed by or owned by Publix Super Markets Inc.