Welcome to Tampa Financial Group
Thank you for visiting our website! Here you will find information on our services, informative articles and videos on a variety of financial topics, and financial calculators. Please feel free to use our site as a resource, and check back often for new information. We invite you to sign up for our free financial video newsletter from the home page of our site. And if something prompts a question, please don’t hesitate to send us a message, or call our office. We look forward to hearing from you!
Gold Winner for Financial Planners
We were chosen as the Gold Winner for Financial Planners in the Tampa Tribune’s “Best of North Tampa” Reader’s Poll 2012.*
Best in the Biz
We scored within the top 5 for "Favorite Financial Advisor" in the Tampa Bay Business Journal's Reader's Choice Awards 2012*
*The Gold Winner for Financial Planners and "Favorite Financial Advisor" are determined based on the number of reader responses and are not based upon any other criteria.
Services and Products
We offer Financial Planning, Wealth Management, Investment Services, Insurance: Life, Disability, Long-Term Care and Health, IRA's and 401(k) Rollovers, 529 Plans and College Savings Accounts, 401(k)'s, Retirement Plans, and Group Benefits for small businesses. We have the ability to work for clients on either a fee or a commission basis, depending upon the preference of the client.
Where Are Our Clients?
If you live or work in any of the following areas, you're probably near one of our clients! Bradenton, Brandon, Carrollwood Village, Cheval, Citrus Park, Clearwater, Dade City, Downtown Tampa, Dunedin, Englewood, Forest Hills, Hyde Park, Indian Rocks Beach, Lake Magdalene, Land O' Lakes, Lithia, Lutz, New Tampa, Northdale, North Tampa, Odessa, Original Carrollwood, Riverview, Saint Petersburg, Seffner, Seminole Heights, Seven Oaks, South Tampa, Spring Hill, Tampa Palms, Temple Terrace, USF Area, Venice, Wesley Chapel, Westchase, Westshore, and Winter Park.
Is Your Financial Advisor a CERTIFIED FINANCIAL PLANNER™ Professional?
The Certified Financial Planner Board of Standards, Inc. awards the CERTIFIED FINANCIAL PLANNER™ certification to individuals who have met rigorous education, ethics, and experience standards, and have successfully passed a comprehensive two-day, ten-hour final exam. Before you hire a Financial Advisor, look for the CFP® mark!
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
The true cost of raising a child may be far more than you expect.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Retirees traveling abroad need to know that their health insurance travels with them.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What if instead of buying that home, you invested that money?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Smart investors take the time to separate emotion from fact.
It’s never a bad time to speak with your financial advisor about changes in your situation.