Call Us Today!  352-205-7800 

Get Office Directions

 
Featured In: Fross Featured Videos Is Fross & Fross Right for You? Women and Retirement

Learn More About Fross & Fross

Private Wealth Management For Select Individuals

At Fross and Fross, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.

Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

 

Estate Planning

Reviewing your estate plan and working with your attorney if necessary to update and modify as needed.

Read More

Tax Planning

Working to maximize after-tax gains, minimize losses, and structuring your portfolio with your individual situation in mind.

Read More

Investing

Develop a personalized portfolio that helps protect your assets and work towards your financial goals.

Read More

Wealth Preservation

We strive to preserve your wealth and maintain your quality of life as you reach or continue into retirement.

Read More

Lifestyle Planning

Help set realistic, achievable savings goals and a lifestyle to "enjoy the journey".

Read More

Insurance Planning

We can work with you to help protect assets against fincnaial loss due to death, disability or personal liability.

Read More

 

Helpful Content

Historical Inflation

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Will You Pay the AMT?

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 5.4 million Americans are expected to pay the AMT in 2018.

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

 

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

View all articles arrow

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

View all videos arrow