Speak with an Investment Advisor 813.328.8278

WONDERING JUST HOW FAR YOUR TSP CAN TAKE YOU LIVING IN TAMPA?

WE’RE HERE TO HELP YOU

Let’s chat today about securing a better future for you and your family.

First and foremost we want to thank our frontline workers at the USPS.

You deserve recognition and respect for the vital work you do day in and day out and you and your family should feel protected when it comes to retirement. We’d love to sit down to discuss what your retirement looks like and what we can do to make it look even better.

KEEPING USPS WORKERS AND THEIR FAMILIES SECURE.

Historically, USPS employees have always felt covered when it comes to retirement planning thanks to pension plans like the Thrift Savings Plan. But now, more than ever, people just like you are realizing that a pension alone may not be enough for themselves let alone their families.

OUR COMPREHENSIVE APPROACH

1. DISCOVERY

We start out by having a conversation to find out your needs, goals, and aspirations.

2. STRATEGY & PLAN DEVELOPMENT

We take what we’ve learned in the Discovery stage to develop a personalized financial strategy tailor-made to you and your needs.

3. TAKING ACTION

Upon approval, your advisory team will put your plan into action, by your side every step of the way.

4. MEASUREMENT & ACCOUNTABILITY

Throughout the process, we’ll be tracking the progress of the objectives we’ve set up together.

5. REVIEW & REDISCOVER

Finally, we address the dynamic and ever-changing nature of your life and review your plan to adjust for the future.

LET'S SCHEDULE A CONVERSATION

Schedule a quick 30-minute conversation with us so we can get a better understanding of where you are right now. From there, we can make a detailed plan based on your needs.

Not ready to schedule an appointment yet?

That’s okay, we are always available. Fill out the form below and one of our advisors will reach out to you as soon as possible.