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Reality Financial Planning Services, LLC

EST. AUM
$116,716,389

CONTACTS
2

CLIENT ACCOUNTS
460

Firm Details

Metro area Tampa
CRD Number 143352
Website realityfinancialplanning.com
Client types

Overview

Reality Financial Planning Services, LLC is a fee-only fiduciary advisor specializing in comprehensive financial guidance for public sector professionals, including educators, healthcare professionals, government employees, and non-profit workers, with a particular focus on those involved with the Florida Retirement System (FRS) and DROP benefits. The firm's mission is to help its clients retire with confidence by transforming complex pension decisions into clear action plans, optimizing benefits, maximizing Social Security timing, and creating tax-efficient retirement income streams. They pride themselves on a truly personal approach and a lifelong partnership model, offering objective, transparent, and commission-free advice that is guaranteed to be in the client's best interest.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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