Watch Your Money Grow
With the Right Financial Advisor

Watch Your Money Grow
With the Right Financial Advisor

Request a Free Consultation 

to Create YOUR Perfect Financial Plan

We’ll help you find the right strategies to suit your lifestyle and budget

We are the top financial planner in Cooper City for a reason!

FRS Financial Advisors of Cooper City will meet with you one-on-one and focus on your specific financial situation so that we can develop the right strategy.

We will get your financial house in order, whether you are ready for retirement or have a decade or more to plan. 

Have us evaluate your unique income, expenses, assets, savings, investments, liabilities and more to make sure you live a happier, healthier and wealthier life. 

Let us prove why we are the right financial advisor.

Please contact us or submit our online form for us to discuss your investments, protection, tax strategies and estate planning goals.

We will explain everything in plain, easy to understand language and will answer every question you have.

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We Specialize In These Areas of Financial Planning

Retirement Planning 


Investment Management

Social Security 

Roth Conversions


Guaranteed Income 

Estate Planning

Delaware Statuatory Trust

Long Term Care 



Tax Strategies 

1031 Exchanges

IRA Rollover

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The world has changed – and effective retirement planning requires a new approach.

As an independent financial advisor, we have the freedom to serve our clients’ individual needs better – and more efficiently.

Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.

Please Call Today To Meet With Us For a Free Consultation.  


Your 100% Satisfaction, our superior advisors and support team are the reason we are the leading financial planner in Cooper City, FL and beyond.

Financial Planning for Retirement in Cooper City, FL

7 Financial Planning Tips For Success

If you can find a way to stay on top of your expenses, the rest of your financial planning should be a smooth process. However, that's easier said than done. With challenges such as unexpected charges or personal emergencies, preparing for your immediate financial goals can be tough. As we can imagine, these challenges make it even more difficult to plan long term. That said, rest assured knowing that financial success is not as difficult as many people make it out to be. No matter where you begin or what your current financial situation is, there are ways to improve it for the better. Even better, improving your situation can be done with whatever methods fit your needs best. This could come through tax strategies, a saving plan, or whatever is more convenient for you. As a whole, if you can manage to combine responsibility without overcomplicating your goals, there is no reason why you shouldn't reach them within any time frame you give yourself. With all of this in mind, here are seven financial planning tips for success.

#1: Set Buying Budget Restrictions
As many of us know, one of the biggest setbacks that prevent people from achieving financial success is personal expenses, especially in a high cost of living area such as Cooper City. These are not to be confused with necessary expenses such as bills and other similar costs. In this case, personal expenses are things we want other than the things we need. While we can't eliminate impulse buys and personal expenses, there is a solution to counter them. The solution stems from setting a buying budget. If you can engrain a budget in your mind every time you make an impulse buy, you will drastically reduce your chances of overspending over months.

#2: Create An Emergency Fund
Another tip that will take you a long way in finding success financially it creating an emergency fund. Remember, life tends to find a way to surprise you with setbacks such as unexpected charges. To counter this, an emergency fund will allow you to manage these setbacks without hurting your main source of revenue. In the long run, this will allow you to achieve success much quicker than you expected.

#3: Contribute To An IRA
Most of us have heard of a 401k. A 401k is a tax-qualified contribution retirement plan that comes from your paycheck. While this has many benefits to it, there is another retirement plan alternative that can do you some good. The alternative is known as an IRA. Otherwise known as an independent retirement account, this plan offers a more personal approach to saving money for your future.

#4: Make Pre-Tax Calculations
No matter what end of the financial planning spectrum we're in, one thing we can all relate to is taxes. Taxes are a necessary deduction from your earning that are needed to fund your local city, state, and government. For this reason, mismanagement of taxes can result in some serious fines and even jail time. To avoid this, a good tip is to make pre-tax calculations during your tax management process. Not only will this allow you to stay on top of your taxes, but it also allows you to allocate funds more efficiently.

#5: By Diverse With Your Revenue Sources
Being diverse with your investments is arguably as important as any other financial tip. Not putting all your eggs in one basket will save you in case anything foes drastically wrong with one specific investment.

#6: Set Aside Money For Philanthropy
The most successful people on earth today are known for being some of the most generous philanthropists. We have to remember not to be too greedy with our finances and help those that are on the lesser end of the financial success spectrum. Apart from helping those in need, setting aside philanthropy money will give you another incentive to be more successful.

#7: Pay Yourself First
Last but not least, you have to remember to pay yourself first. Paying yourself first simply means reinvesting your earnings back into your savings. This doesn't necessarily mean a savings account, it could include investing in tax strategies, an IRA account, or emergency fund as well. As long as you make yourself your first purchase, financial success should come eventually.

The Most Important Point!

You should have a plan or you are planning to fail, FRS Advisors of Cooper City can help you plan to succeed, please give us a call at 954-519-7141

Every person requires a special retirement approach, please contact FRS financial advisors of Cooper City to setup a free one on one consultation with one of our top advisors.


Request a Free Consultation 

to Create YOUR Perfect Financial Plan

We’ll help you find the right strategies to suit your lifestyle and budget

Advisory services offered through FRS Investment Advisors, LLC (FRS) a Florida registered investment adviser.

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