Our financial advisors offer full-service retirement planning counsel to ensure you enjoy a comfortable retirement. Keeping you informed with current retirement news is part of our commitment to the client experience.

We’re fierce students of our industry, the markets, the economy and matters important to our clients. We are avid readers and love to share our knowledge with our clients.


Retirement News & Blog

Visit our retirement planning blog for up-to-date retirement tips, news and what we’re reading.

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Free Reports & e-Books

Periodically, we publish white papers and e-books to help you better understand the sometimes complex world of retirement planning.

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Our Experts in the News

August 2014 | FCWA Founder Jeff Helms was invited to speak at the 2014 HR Florida Conference & Expo on “The Financial Wellness Imperative: Arming Your Employees for the Perfect Storm of Retirement”.

August 8, 2014 | FCWA’s Chris Draughon recently toured the Southeast Guide Dogs campus as part of his role with the Lions Club. Southeast Guide Dogs is the premiere training facility for guide dogs in the nation and one of the entities the Lions of Florida support monetarily and physically though volunteerism.

July 10, 2014 | FCWA Director of Planning Chris Draughon quoted in July 10, 2014 edition of Investment News

February 26, 2014 | FCWA Director of Planning Chris Draughon serves as the Chairman of the Government Relations Committee for the Financial Planning Association® of Florida.
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January 6, 2014 | FCWA Founder Jeff Helms was recently named to the Financial Advisor Council for the Financial Services Institute.
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December 16, 2013 | Jeff Helms has appeared on televised shows such as PBS Nightly News and on WJCT First Coast Connect:
See the PBS Nightly News Story »
See the WJCT Story »