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!
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Try these activities to keep your brain sharp.
Being healthy not only makes you feel good, it may also help you financially.
Four vacation destinations you might never have thought of.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
For homeowners who think their property taxes are too high, there are ways to appeal.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
There are three things to consider before dipping into retirement savings to pay for college.
Smart investors take the time to separate emotion from fact.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.