Broker Check
"Designing a Retirement Plan That Fits You Starts Now!"

Business Owners


As a small business owner, you've got a lot on your plate: running your business, making payroll, managing your employees, keeping your finger on the pulse of your clients.

Learn More

Individuals & families


Whether you are single, in a relationship, or have a family, proper planning is a step we should all be taking in an effort to better our future and the futures of those around us.

Learn More

Retirement Planning


For more than a decade, we have provided sound, intelligent solutions to help grow, preserve and protect your retirement nest egg.

Learn More

The Retirement Savings Dilemma

If you are in your early 40's and are concerned about starting your retirement savings late in life, we have a options for you... Even if you have no savings at all or have very little put away.

If you are 55 and facing the possibility of not being able to retire, we can help… Even if you feel it is impossible to achieve.

Whether you are 35 or 65, proper retirement planning is the key ingredient to achieving an amazing retirement.

retirement image Learn More

RETIREMENT PLANNING, INSURANCE, & INVESTMENT ADVISORY SERVICES IN TAMPA FLORIDA

The goal of retirement planning is to achieve financial independence so that working is an option and the risk of running out of money is eliminated. To help towards achieving this goal, we educate you on how to use Traditional & Roth IRA’s plus some alternative strategies to create a mix of taxable and tax free income. We are able to help you make sense of your current situation and guide you down a path of saving more money and taking less risk towards achieving your retirement income goals.

Even if you haven’t started saving yet, you have a nest egg and don’t know what to do with it or you are already in retirement and would like some help ensuring that your income lasts all of your retirement years.

We all have different goals of how we would like to retire. Some of us have goals of being able to golf or fish everyday, while others goals of being able to travel and enjoying their grandchildren while they are young. How do you define your retirement? What does a fulfilling retirement mean to you?

You’ve worked hard throughout your life and have done a lot of good. Now you need to make sure that your money lasts throughout your retirement. The amount of income you’ll need is based on a number of considerations: where you’ll live, how much you’ll travel, to what degree you may continue to work, and much more.

With a retirement income plan in place, this aspect of your future is secured.

Our relationship means that your phone calls will get answered by a live person or returned within 24 hours. You will get called when your accounts are doing good and not so good. You will receive a call when a child is born or there is a death in the family. You will receive honest, intelligent advice that fits your needs and budget. You become a valued member of our family with direct access to me.

Unlike most insurance professionals, we realize that a successful plan for growth is in the relationship.

We believe that a solid foundation of protection is the key ingredient to a successful retirement plan. Life and disability income insurance should be maintained in an amount equal to your full economic value. You should consult with your auto insurance broker to discuss an excess liability umbrella policy, this is going to protect you in the event of a certain lawsuits. Lastly you should consult your attorney and make sure that your wills, trusts, and power of attorney’s are in place and updated.

By ensuring that these areas of your life are taken care of, you can rest easy knowing you are fully protected and able to take advantage of opportunities that may arise now or in the future.

Free Consultation No Obligation

Call Us Now
St. Petersburg (727) 210-7795

Helpful Content

To Catch a Thief

To Catch a Thief

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

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

 

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

View all articles arrow

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Power of Tax-Deferred Growth

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

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

View all videos arrow