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Service for Individuals

Our firm specializes in helping individuals develop sound retirement and insurance strategies. Whether you are retired, approaching retirement, or a long way off – please take the time to explore our website and the wealth of information we offer. With FRP Financial you will receive personalized “hands-on” service. We educate our clients about both insurance and financial concepts and products, and help take the mystery out of investing, insurance, estate conservation and preserving your wealth.
We understand the many challenges of retirement planning and protecting yourself and those important to you. Will you outlive your money? What if a catastrophic illness occurs? Is my income protected? These questions and more are central to our focus in developing programs that will ensure your financial well being.


  • Educational IRAs
  • Traditional IRAs
  • Managed Accounts
  • Fixed, Variable and Indexed Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) / 457(b) Planning
  • College Savings Plans
  • Estate Plans
  • Money Purchase Plans
  • Profit Sharing Plans
  • Solo-k Plans


  • Medical Insurance
  • Medicare and Medicare Advantage
  • Long Term Care
  • Life Insurance with Living Benefits
  • Paycheck Protection Insurance
  • Critical Illness Coverage
  • Dental and Vision Coverage

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