Felipe Mejia (CFP®)

Felipe Mejia focuses in the
following client markets or areas of practice:

AUM

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Special Needs Planning

Planning Specialties

Some areas of expertise our firms works with is:

Individuals/Couples thinking about retirement and needing a fiduciary advisor to guide them in the right direction.

Florida Retirement Special Risk employees nearing retirement and deciding what is the best option and route for them to take. With one of our own team members apart of the FRS we have been able to really understand and help others in what can be a confusing process to help people reach their goals.

Special Needs Families. This is often a difficult time and confusing we are here to help explain and guide you in the right direction. When one of our team members and his family came across this situation it was difficult to find information on who could help. Since then he has devoted a lot of time to help other families navigate and prepare for the future.