Investments, Insurance & Annuities

Orlando 401k Specialists serves individual clients, families, small businesses and large corporations with retirement plans, investments, annuities, life insurance, life settlements, health insurance, disability insurance, dental insurance, vision insurance, critical illness insurance, accident insurance and hospital indemnity insurance.

We are a fiduciary, under the Investment Advisers Act of 1940, and are legally obligated to act in the best interests of our clients in situations regarding total trust, honesty and good faith.

As a Chartered Federal Employee Benefits Consultant professional (ChFEBC), we have the pleasure of advising many current and retired employees of the United States Government, as well as many current and retired participants of the Florida Retirement System.

As a Certified Divorce Financial Analyst professional (CDFA), we help with forensic financial analysis, proposed settlement analysis, expert financial witness testimony, retirement planning and life insurance during divorce, and the execution of QDROs after divorce, with the help of an attorney.

Disclaimer:  This information does not constitute advice in the area of legal, or tax advice.  It is your responsibility to seek guidance and advice of your own legal and tax counsel.

In our new book 401 CONFIDENTIAL we reveal ways that employers and employees can work together to identify and assess an overpriced 401k plan, and then set about securing lower retirement plan fees for everyone in the organization.

Contact us today to learn how we can help you.

About the Author: Michael J. Marini is an Investment Adviser Representative, Life Insurance Agent, Health Insurance Agent, Annuity Agent, Chartered Federal Employee Benefits Consultant, Certified Divorce Financial Analyst and President of Orlando 401k Specialists.  Other titles include: Finish Strong: 21 Life & Money Lessons For Professional Athletes.