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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!

 

Helpful Content

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Options When Your CD Matures

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

 

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Succeeding at Business Succession

There a number of reasons for business owners to consider a business succession plan sooner rather than later.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

A Primer on Dividends

A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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Social Security Taxes

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

Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Historical Inflation

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

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Long-Term-Care Protection Strategies

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

5 Smart Investing Principles

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

Retirement Plan Distributions

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

An Inside Look at Retirement Living

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

Your Cash Flow Statement

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

Principles of Preserving Wealth

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

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

The Good Ship IPO

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

Should You Invest in Exchange Traded Funds?

There are nearly 1,200 ETFs available. Should you invest in them?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

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