We Can Help Create a Retirement Savings Plan for Recent Retirees in Tampa, St. Petersburg, Clearwater & Throughout Southwest Florida

Having a retirement savings plan is absolutely essential for anyone nearing retirement or who has recently retired. You’ve worked your whole life to save and build up to this chapter in your life, and you deserve to have a clear sense of your fiscal health and a firm understanding of what’s in store as you and your family embark on the next adventure. At Financial Advisory Services of Tampa, we understand that planning for retirement can be overwhelming and developing a retirement savings plan may seem like a monumental task. That’s why we are so proud to offer a variety of financial advisory services designed to simplify the process and help you make the decisions necessary to have a clear perspective on your portfolio.

At Financial Advisory Services of Tampa, our president and founder, Michael J. Turrisi, is both a CERTIFIED FINANCIAL PLANNER™ (CFP®). What this means for our clients is that they each have access to an accredited financial planner who has extensive experience in the field – more than two decades worth, in fact – and has exhibited a commitment to fiduciary responsibility and financial expertise.

Perhaps the most significant advantage of coming to Financial Advisory Services of Tampa for help creating a retirement plan is that all of our services our fee-based. Rather than have a vested interest in selling certain services or promoting a particular investment, we’re able to maintain impartiality and serve as responsible, unbiased stewards of our clients’ portfolio.

We believe in balance in our office. We take great pride in offering many financial services typically reserved for larger firms, while maintaining the level of personalized customer service that tends to be the most significant advantage to working with a smaller office. By working closely with our clients, we are able to provide frank and honest advice, and help to develop a retirement savings plan that is realistic about the future.

To learn more about planning for retirement, contact us today. We’re happy to serve clients in Tampa, St. Petersburg, Clearwater, Sarasota, Bradenton, and in other communities throughout the area.