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Advocate Financial

Orlando, United States (US) · Finance and Banking

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#financial planning

#retirement planning

#financial advisor

#life insurance

#market protection

#ira

#roth ira

#401k

Advocate Financial is a Finance and Banking company based in Orlando, United States (US), with 10-20 employees. Advocate Financial's profile is verified on Enterprise League.

Overview

Advocate Financial is a Florida-based financial services firm specializing in retirement and estate planning for individuals and organizations. We help our clients achieve growth, protection, and guaranteed retirement income through comprehensive services like FRS planning, IRA/Roth IRA/401k management, and life insurance. As a husband-and-wife team, Todd and Amy West are committed to providing unbiased financial advice and promoting financial literacy within the community.

Our approach centers on safe money strategies and maximizing benefits from programs like the Federal Employee Retirement System (FERS) and the Thrift Savings Plan (TSP). We offer tailored solutions designed to meet individual needs and provide peace of mind.

Advocate Financial is dedicated to simplifying complex financial concepts and empowering clients to make informed decisions about their future. We are licensed by the State Department of Financial Services and committed to upholding the highest standards of professional integrity.
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Contact Details

info@advocatefinancial.net

Orlando, United States (US)

Company Type

Partnership

Employees

10-20

Categories

Finance
Financial Services

Keywords

#financial planning

#retirement planning

#financial advisor

#life insurance

#market protection

#ira

#roth ira

#401k

Awards

• 2026 OpenSee all

Services

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Estate Planning Workshops
Financial Services

Advocate Financial conducts no-cost, financial seminar workshops for companies and organizations, focusing on estate planning fundamentals and asset distribution strategies. These workshops provide valuable education on minimizing probate and taxes, and ensuring your wishes are honored.

N/A

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FRS DROP Planning
Financial Services

We specialize in assisting participants with their Federal Retirement System (FRS) Defined Benefit Plan (DROP) options, including lump-sum rollovers, direct rollovers, and partial withdrawals. We help you understand the various strategies available to maximize your benefits and minimize tax implications.

N/A

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