Retirement Strategies for Those in Tampa, St. Petersburg, Clearwater, Brandon, Sarasota & Neighboring Cities

retirement strategiesThere isn’t a single perfect set of retirement strategies because no two people are alike. Investing for retirement needs to be personalized and based on many factors relating to the person who will retire. What is the individual’s current financial situation?  What are their fixed expenses?  What assets does the person currently have?  Will income continue in retirement? Are there any health related issues? Where and when does the person plan on retiring?  These questions and more need to be answered before retirement strategies are developed.

When investing for retirement, the goal is maximizing your financial potential. The best results are usually met from retirement strategies designed by financial planners at investment firms. However, choosing a financial investment firm that has the expertise and know how to meet your retirement goals is of utmost importance.

The following are things to look for when selecting a company to develop your retirement strategies:

  • Reputation of firm
  • Years of experience
  • Certification required for financial planners
  • Legal experts on staff
  • Membership in professional organization
  • Wide range of investment opportunities

Graham Capital Advisors has an excellent reputation throughout the financial industry, and our firm is trusted and endorsed by local celebrities such as Tedd Webb, Jack Harris and Wade Boggs. With over 30 years of experience, President and Founder David Graham is one of only nine Master Certified Estate Planners in Florida. He is also a “Top of the Table” qualifier of the Million Dollar Round Table Foundation, a renowned charitable organization of financial professionals. He is also the host of the #1 financial radio show broadcast live in Tampa, St. Petersburg, Clearwater, Brandon, Sarasota and neighboring cities. Graham Capital Advisors has an in-house legal staff and all financial planners are certified and experienced in developing retirement strategies that are uniquely personalized to meet the individual needs of clients. Contact us today to schedule a complimentary consultation.

Additional Information