Central Florida
Retirement planning in Central Florida
Retirement income, tax, investment, risk, and estate planning from offices in Central Florida, for retirees here and across the country.
From here
Most people in Central Florida moved here. Sean did not.
Sean Farro was born and raised in Central Florida. In a part of Florida made up largely of people who moved here from somewhere else, the community he advises is the one he comes from.
Serving Central Florida
Planning considerations in this part of Florida
The things that come up most often for people retiring in this part of Florida.
01Offices in Central Florida
Sean works out of offices in Central Florida and meets clients there. If you live further out, or out of state, you can talk by phone instead.
02No state income tax
Florida charges no state income tax, which is one of the things that shapes how and when you take income. Federal taxes still apply in full.
03A focus on retirees
Most of the people Sean works with are retired or close to it, so the planning centers on income, taxes, healthcare costs, and what passes to family.
04A region of newcomers
Most people in Central Florida arrived from somewhere else. Relocating raises its own questions: a former employer’s plan, property in another state, and estate documents drafted under another state’s law.
The office
In person or by phone
Meet at an office in Central Florida or talk by phone, whichever is easier for you.
Suite 3003 is in the 3000 building, with the logo on the door.
Services
Five planning areas
Worked through in person at an office, or by phone from wherever you are.
Local questions
About meeting in Central Florida
Sean has offices in Central Florida, including 9401 SW Hwy 200, Suite 3003 in Ocala, FL, where he meets clients.
Give the office a call on 352-470-1898 and someone will set up a time and place that suits you.