Broker Check

The Diversification Election

If you're like most Publix Associates we've met...

If you're like most Publix Associates we've met...

  • You're beginning to think about your retirement.
  • You have the majority of your retirement assets fully invested in Publix stock, even your 401(k).
  • It's been an excellent investment over time but though its not actually in the market, you realize its not immune to market fluctuations
  • You feel Publix stock is virtually risk free because you're unaware of the hidden risks associated with the stock
  • You're wondering why the stock hasn't done better recently when the markets are so good

But what if a year or two before you retired, the stock market experienced a major decline and dragged your ESOP and 401(k) down by 10%, 20%? How would your plans to retire be impacted?

The Diversification Election* seeks to help you at least partially avoid this scenario.

If you're under age 55, you're probably wondering why you haven't heard of this before. That's ok, many associates under 55 haven't.

We're here to help you navigate through the maze of options both before and after you retire.

Contact us today.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Attend a Life After Publix Workshop

Dates and Times

Schedule a 15 min no obligation call with Mike

Check Availability

Have a Question?

Thank 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 here that may be applicable to their particular situation. The information in this section not be transferable to other corporate retirement plans and should be verified before applying to your individual situation.,, LPL Financial and Crossover Point Advisors are not endorsed by or owned by Publix Super Markets Inc.