Financial Planning in Downtown Tampa
Introductions to an independent, fee-based fiduciary financial advisor for Downtown Tampa, Hillsborough County. A first conversation at no charge, and the fee in writing before anything proceeds.
Downtown Tampa has filled with condo and apartment residents over the past decade: younger professionals at Water Street and Channelside, and empty-nesters who sold a suburban house for a Harbour Island tower. The two groups bring different questions. One is starting a plan, deciding between paying down loans and investing, and handling a first serious raise. The other has a sale's proceeds to organize and a retirement income plan to build. The advisor meets downtown clients in person or by video.
Planning conversations common in Downtown Tampa
First real plan
A written plan for professionals who have outgrown a 401(k) website and a savings account.
Retirement planningDownsizing proceeds
Organizing the cash from a house sale into a portfolio and an income structure.
Investment managementCondo-era estate details
Updating beneficiaries and titling after a move into a condo and a new phase of life.
Estate and beneficiary planningPlanning topics for Downtown Tampa households
- Retirement planningA written plan for when you can stop working and what it takes to get there.
- 401(k) rolloversWhat to know about an old 401(k) after a job change, before anything moves.
- Investment managementOngoing management of a portfolio, with the fee and the approach disclosed up front.
- Retirement income planningTurning savings, Social Security and pensions into a monthly paycheck.
- Tax-aware planningPlanning that accounts for taxes over a lifetime, coordinated with your CPA.
- Estate and beneficiary planningMaking sure accounts and property go where you intend, alongside an attorney.
- College savings529 plans, Florida Prepaid and how education fits the rest of the plan.
- Business-owner planningRetirement plans, succession and personal finances for owners.
- Pre-retiree checkupA one-time review for people within five years of retiring.
Where we work in Downtown Tampa
The advisor meets Downtown Tampa clients in person or by video, including around Channelside, Water Street, Harbour Island, the Riverwalk and Tampa Heights.
ZIP codes: 33602