Eightysecond Capital Partners

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Eightysecond Capital Partners

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Elevated financial advice that clarifies your purpose. Building on a legacy of financial leadership. Continuing a three-decade tradition of financial influence.

Based in the heart of Florida’s Space Coast, we understand the unique financial needs of professionals in aerospace, technology, and growing businesses. Building on the foundation of client service excellence established by Steve Phelps, we’ve evolved to meet the complex needs of today’s successful families. Our transition to independence allows us to combine generational wisdom with the advanced planning solutions that modern wealth management demands. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Eightysecond Capital Partners. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Eightysecond Capital Partners is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

10/16/2026

Selling a business. Receiving an inheritance. A significant equity payout. Sometimes your financial life can change much faster than you expected.

And with that change can come pressure to make decisions quickly about investing, spending, giving, or what happens next.

Give yourself time to let the dust settle.

A little space can help you understand what's changed, consider the tax and planning implications, and think carefully about what you want this money to make possible.

When the time is right, that's a conversation we're here to help you navigate.

10/15/2026

For many aerospace professionals, retirement planning is not just about replacing a paycheck.

It often starts with understanding the benefits package they have built over years of work.

That may include a 401(k), pension decisions, company stock, RSUs, stock options, bonuses, healthcare coverage, life insurance, survivor benefits, or old retirement accounts from previous employers or contractors.

Before leaving work, each of those pieces needs to be reviewed carefully.

What continues after retirement?
What stops when employment ends?
How will healthcare be handled before Medicare?
Could selling stock create a tax issue?
Should old accounts be consolidated?
What benefits need to be coordinated with a spouse?

These are the details that can shape when retirement is realistic and how confident someone feels making that transition.

Our team helps aerospace professionals look at the full picture before major decisions are made, so nothing important gets left behind in the benefits package.

If retirement is starting to feel closer, now is the time to review what you have and understand what comes next.

10/14/2026

Success can create something we don't talk about enough: more choices.

And choices come with tradeoffs.

A promotion may mean more income and less time. A bigger home may mean more space and less flexibility. Building wealth may eventually give you the ability to work less, change careers, or spend differently.

As your financial life grows, the conversation often becomes less about what's possible and more about what's worth it.

10/12/2026

Every financial picture has layers. What's visible on the surface, your account balances, your monthly budget, the numbers you check in on from time to time, is only part of the story.

A closer look often reveals things worth a second glance, whether that is a potential risk in your investment strategy, a tax consideration you may be overlooking, a long term goal that needs more attention, or an opportunity to strengthen your financial future.

None of this is something you need to sort out on your own. A conversation with a financial advisor can help bring what is hidden into clearer view, so you can make decisions with confidence rather than guesswork.

10/09/2026

Have you ever thought through a financial decision so many times that you're no longer sure what you think?

You've run the scenarios. Read the articles. Talked it over at home. Maybe you've even made a decision, only to reconsider it the next morning.

We see this when the stakes feel especially high, like retirement, selling a business, helping family, or making a major purchase.

Sometimes you don't need more information. You need the space to sort through what you already know and determine what matters most.

That's where a thoughtful conversation can help.

10/07/2026

Sometimes we hold ourselves to decisions we made for a version of life that no longer exists.

Maybe you planned to retire at 65, but your work still feels meaningful. Maybe you always pictured staying in your home, but now you'd rather have the freedom to travel. Maybe supporting family or giving back has become more important than something you spent years saving toward.

As life gives us new experiences, our priorities have a way of evolving with them.

Your financial plan should leave room for that.

10/06/2026

The most meaningful giving often starts with a simple question: What do I want this gift to make possible?

Maybe it's giving a student an opportunity they otherwise wouldn't have. Preserving a place that matters to your family. Supporting research that has touched your life. Or strengthening an organization that has served your community for decades.

When you start with the impact you hope to make, charitable planning becomes a much more personal conversation.

10/05/2026

The new role looks great. The compensation is compelling. You're ready for what's next.

Before you say yes, take a close look at what happens when you leave your current employer.

For executives, unvested equity, deferred compensation, benefits, and other provisions can make the timing of a career move worth a closer look.

10/02/2026

A lot can change in a year. Medicare Open Enrollment gives you an opportunity to see whether your coverage should change with it.

Have your prescriptions changed? Your doctors? Your income? Are healthcare costs fitting into your retirement plan the way you expected?

Open Enrollment runs from October 15 through December 7, making this a good time to take another look and bring any questions into your next planning conversation.

We can help you consider how healthcare costs fit into your broader financial picture and coordinate with the appropriate Medicare professionals when needed.

10/01/2026

For many aerospace professionals, compensation is not always simple.

It may include a salary, annual bonus, 401(k), company stock, RSUs, stock options, pension benefits, health savings accounts, insurance coverage, and other employer benefits that have built up over years of work.

Individually, each piece may seem manageable.

Together, they can create a much more complex retirement picture.

Before leaving work, it is worth understanding how each part fits into the larger plan. Which benefits continue? Which ones stop? What happens to company stock? How should retirement accounts be used? Are there tax decisions that need to be made before the end of the year? Will healthcare costs change once employer coverage ends?

These are the details that can affect when retirement is realistic and how confident someone feels stepping into it.

Our team helps aerospace professionals review the full picture before major decisions are made.

A good place to start is by gathering your latest benefits summary, 401(k) statement, equity information, insurance details, and an estimated retirement timeline.

From there, we can help you see what is working, what needs attention, and what decisions may need to be made before you leave work behind.

Address

6525 Third Street Suite 207
Rockledge, FL
32955

Telephone

(321)5878282

Website

https://www.eightysecondcapital.com/

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