Did You Know That You Have Options?

In just 15 minutes and a few easy questions about your business I can tell you how to be able to help both yourself and your staff  have more security from the unknowns of the future. With no additional money out of pocket

What We Do

Help America Implement a better way to save for their retirement

The Tampa Bay Advisory team has a national footprint and we are on a crusade to teach and inform Business Owners and Individuals on how to implement the safe, new, and highly effective tools for saving for retirement and building wealth.

People Everywhere Are Escaping The 401k Trap


How in the world do you convince 92 million Americans to participate in a strategy where they willingly give up 60% or more of their investments upside growth with no guaranteed return. The answer according to Jack Bogel the founder of Vanguard and creator of the first index fund is this “Marketing & Hidden Fees”.

Would enter into this business deal?
Here is the offer….

You need to put up 100% of the capital and take 100% of the risk

If it makes you money your business partner wants 60% or more of your upside gains to go to him in fees.

OH.. By the way if it loses money you lose but he still gets paid!

Are you in?

Would you be willing to do that?

In addition, the federal government gets to control exactly how much of your money you get to keep.

Hmmmm….. Do you see the problem with this business deal?

Oddly enough 90% of American investors have already agreed to these terms.

How do you know if you are one of them?

Our strategy is helping business owners and individuals break free from the wealth killing strategies of the past and step into the new 21st century way to safely grow and build wealth without any market risk, high fees, and the unknown future tax rates associated with the 401(k).

Simply put the 401k is an outdated and very risky model of the last century.

Did you “buy in”?

Albert Einstein called compounding interest the 8th wonder of the world which is the vehicle by which the wealthy, banks, and corporations build wealth.

You don’t have to be a Millionaire to save like one and we can show you how.

Contact me today to learn how you can implement this on your own.

Business Owners: What’s your biggest concern or issue with your current retirement savings plan?

  1. Being able to pick and choose which employees I must provide benefits to.
  2. Providing your employees with an option to grow their retirement assets without the risk of market losses.
  3. Having a plan that replaces the employees income 100% if they get injured or become seriously Ill.
  4. Remove your ERISA, DOL and IRS liability.
  5. Are you interested in reducing your current fees?
  6. Limits on contributions or (Enjoy Unlimited Contributions)
  7. Tax free income at retirement.
  8. Penalty free access to your funds at any time.

I help Business Owners and their Top Tier employees

Non-plan Related Items;

  • Buy/Sell Agreement
  • Key Man Coverage
  • Succession Planning
  • Wealth Transfer

Contact Me

I would love to hear from you about any of your needs, questions or request for appointment. Below you will find my contact information and contact form so you can contact me however you prefer. I look forward to talking with you.

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