Reality Financial Planning
A focused website concept for Florida’s public-sector retirees
An independent concept for a fee-only financial planning firm in Sarasota. It leads with the firm’s specialty: retirement planning for Florida public employees.
The concept
Many advisory websites speak to everyone at once. This firm serves a specific audience with specific needs, including the Florida Retirement System, DROP, and 403(b) plans. The concept is organized around saying so from the first line.
Approach
The messaging follows the order of the decisions a public employee faces on the way to retirement. Fees are presented plainly, and a DROP decision guide offers a first step before a call.
The concept is built on the Peak Sites design system to show how the same foundation adapts to a different firm.
Key features
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Audience-specific headline
The first screen names the people the firm serves and the plans it works with.
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Decisions in sequence
Key retirement decisions are presented in the order they arise.
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Clear fee information
Fees are shown on the page.
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A defined first step
A DROP decision guide is offered ahead of a consultation.
Additional views from the live site.
NoteAn independent, unsolicited concept. It was not commissioned by the firm and is not its official website.
