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!
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Try these activities to keep your brain sharp.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What does your home really cost?
There are three things to consider before dipping into retirement savings to pay for college.
Have you found yourself suddenly single? Here are 3 steps to take right now.