First Choice Wealth & Retirement Jobs

First Choice Wealth & Retirement is a financial services firm dedicated to assisting individuals, families, and businesses in achieving financial security and peace of mind. Founded by Tim Leith in 2018, the company is headquartered in Winter Park, Florida.

The firm offers a comprehensive suite of services, including retirement planning, wealth management, tax planning, and estate planning.

Their holistic, team-based approach integrates legal and estate planning, insurance, and tax strategies to preserve the financial integrity of families and businesses.

Services Offered

A key component of their service is assisting clients in developing customized retirement income plans that balance daily living expenses, budgeting for luxuries, and planning for Social Security benefits.

They also provide guidance on pension withdrawal strategies, medical expenses, and planning for unexpected events.

In addition to their core services, First Choice Wealth & Retirement offers insurance solutions, including:

• Life insurance
• Health insurance
• Disability coverage
• Long-term care
• Critical illness coverage

They emphasize the importance of life insurance in ensuring that loved ones can maintain their quality of life, regardless of future uncertainties.

Client Process

The firm's process involves three main steps: introductions, building the plan, and proactive management.

In the initial meeting, they focus on understanding the client's financial objectives and sharing their financial planning strategies.

Subsequent meetings involve developing a comprehensive plan covering various aspects of retirement income, protection against unexpected expenses, and regular reviews to adjust the plan as life circumstances change.

Location and Contact

First Choice Wealth & Retirement is located at:

• 1971 Lee Road, Suite #205, Winter Park, Florida 32789
• Orlando, FL, USA

They can be contacted by phone at (407) 487-8124 or via email at [email protected].

Team

The team comprises experienced professionals, including founder and president Tim Leith, licensed by the Florida Department of Financial Services since 2006.

Other team members include Jonathan "JP" Collins and Skyler Andrews, both licensed representatives with backgrounds in assisting Florida Retirement System participants and providing comprehensive financial planning services.

Approach

Through their personalized and holistic approach, First Choice Wealth & Retirement aims to help clients navigate the complexities of financial planning, ensuring a secure and fulfilling retirement.