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!
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Understanding the economy's cycles can help put current business conditions in better perspective.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
What does your home really cost?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.