Through wealth management, tax planning and insurance, the advisory team at Holistic Wealth Partners helps you implement the best solutions within the context of your overall situation. We report to you periodically, review your financial and life situation, and adjust advice and recommendations as your life changes.
Each month, our Founder and President, Tommy Andersen, joins Fox 4 News Morning Blend to discuss the latest financial news and share tips on the importance of seeing the big picture when it comes to your holistic financial health and wealth. You can watch recent editions of the show and Tommy’s other media appearances on the media page.
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Explore your FRS PAYMENT Options
Tommy Andersen of Holistic Wealth Partners is an advisory council member of The DROP Advisory Council. Member firms are selected for their experience and knowledge of the Florida Retirement System (FRS), the FRS Deferred Retirement Option Program (DROP) and the retirement field. Holistic Wealth Partners is available to assist FRS participants with their pension options, health insurance, contributory and non-contributory savings plans, and sick pay accounts. We can also help you determine the exact amount in your Florida Retirement System (FRS) retirement account and calculate your benefits, including DROP benefits.
Coverage Solutions from Holistic Wealth partners
Holistic Wealth Partners provides our clients with the opportunity for full-coverage, life protection needs, including:
- Mortgage Protection Life Insurance
- Income Replacement Life Insurance
- Final Expense Life Insurance
- Legacy Creation Life Insurance
WealthGuard™ — Guarding your wealth has never been easier
We are a provider of WealthGuard™, an incredibly simple, yet powerful early-warning system that monitors all of your investment accounts, daily, so you can invest with the confidence that there’s a plan in place to help protect your investments in all market conditions.