Broker Check
"Designing a Retirement Plan That Fits You Starts Now!" 1 4

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

Our Business Philosophy


To be the partner of choice for individuals and business owners in order to get them to a point in life where they have the luxury of deciding how to spend their day. 

Learn More

Our Investment Philosophy


Prudent investors should be adequately compensated for the risks they assume, positioned for high probability of success relative to their goals, & exposed to potentially avoidable catastrophic risks.

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

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

What Is a Stretch IRA?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

 

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

View all articles arrow

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Social Security Taxes

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

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Historical Inflation

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

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

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

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Should I Invest in Gold?

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

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

View all videos arrow