Creating a Retirement Plan in Tampa, St Petersburg, Clearwater, and the Tampa Bay Area

Having a retirement plan that you’re comfortable with is absolutely essential, whether you’ve recently retired or you’re planning on leaving the workforce in the near future. You need to have a clear understanding of your fiscal health in order to make informed and responsible financial decisions and maintain your quality of life. At Financial Advisory Services of Tampa, we have the experience, financial tools, and expertise needed to help you develop a clear and realistic plan that will help you comfortably settle into retirement.

Financial Advisory Services of Tampa was founded by our president, Michael J. Turrisi, a CERTIFIED FINANCIAL PLANNER™ (CFP ®). With more than 25 years of experience developing personally tailored retirement plans, our firm works extremely closely with all of our clients to develop a comprehensive plan that answers many of our clients most frequently asked questions, such as:

• How much money can I afford to spend each month?
• Can I afford a new car?
• Should I downsize my house?
• Am I prepared for unexpected medical bills?
• Is my portfolio low-risk and safe from volatile market fluctuations?
• Is my family taken care of?
• Am I prepared to pay my taxes?

We understand that retiring can be extremely exciting but also stressful if a sound retirement plan isn’t put in place. We’ll help you make tough decisions and are committed to providing you with honest, impartial, and easy-to-understand advice. Additionally, as an independent fiduciary, we are careful stewards of your fiscal health, and our services are fee-based so you can be sure that we have your best interest at heart.

Financial Advisory Services of Tampa also has extensive experience in financial management with a number of high-capital companies in the area, which allows us to offer a range of services traditionally offered by larger firms, while maintaining the attention to detail that you expect from a smaller company.

To learn more about how we can help you develop or adjust your retirement plan, contact us today and schedule a consultation. We’re happy to help clients in Tampa, St Petersburg, Clearwater, and throughout the Tampa Bay area with all of their retirement planning needs.