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  2. I want to talk about my retirement

I want to talk about my retirement

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We recognize that retirement can be the most wonderful time in our client’s lives as well as the most confronting. By creating a ongoing action plan that puts our clients in control of their well-being, we develop a well-defined vision for their future.

Key challenges include:

  • Sufficient lifestyle cash flow to maintain dignity
  • Taking early retirement
  • Protecting the things in life that are important
  • Maintaining your independence
  • Clarity about what to do next
  • Health
  • Income planning
  • Freedom to do what you want

The type of significant life events we have found retirees experience include:

  • Downsizing
  • Liquidity events
  • Change in marital status
  • Loss of a spouse
  • Insurance settlement
  • Inheritance
  • Longer term planning and Aged Care

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 813-374-9676
Fax: 813-374-9679
Toll Free: 866-453-7737

Email: scott@ourcfoteam.com

4610 N. Central Ave, Tampa, Florida 33603

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3637 4th St. N, Suite 210, St. Petersburg, Florida 33704

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We are registered to sell Securities in the following states:
 Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Indiana, Louisiana, Maryland, Massachusetts, Minnesota, Nevada, New Hampshire, New Jersey, New Mexico, New York, Pennsylvania, Tennessee, Texas, Virginia, Wyoming. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

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