Your Next Chapter: Beyond the Numbers
Your retirement savings are strong, but have you planned for what Monday morning will feel like when you're no longer rushing to the office? Research shows that retirees who lack purpose often face health challenges within just two years of retirement.
The Hidden Challenge of Retirement
For decades, your career has shaped your identity, provided daily purpose, and filled your life with meaningful connections. Yet many successful professionals discover that the emotional side of retirement catches them off guard:
The loss of professional identity.
Missing daily interactions with colleagues.
Searching for new meaning and purpose.
Adjusting to a completely new lifestyle.
There's More to Retirement Than Money
Imagine waking up each day in retirement with:
A clear sense of purpose.
Meaningful ways to spend your time.
Strong social connections.
New goals to pursue.
Adventures to experience.
Your Bridge to a Purposeful Retirement
Join Our Thriving Retirement Community
As part of our commitment to helping retirees thrive, we've created the "Retirement Tampa Bay Podcast," where we share stories, strategies, and insights about living a purposeful retirement. Our growing community of active retirees proves that retirement can be the most fulfilling chapter of your life.
"I was prepared financially for retirement, but this planning helped me find my new purpose. Now I'm busier and happier than ever!" - David S.
Your Session Includes:
Lifestyle transition strategy.
Purpose planning worksheet.
Social connection roadmap.
Activity and hobby exploration.
Community involvement opportunities.
Because a truly successful retirement means thriving in all aspects of life.
Disclosure
Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Tampa Bay Advisory, LLC are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Michael Watkins and/or Tampa Bay Advisory, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency. Insurance and annuity products are not sold through Virtue Capital Management, LLC (“VCM”). VCM does not endorse any annuity or insurance product, nor does it guarantee any annuity or insurance product’s performance. Index or fixed annuities are not designed for short-term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Any guarantees mentioned are backed by the financial strength and claims paying ability of the issuing insurance company. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Visit Our Oldsmar Office
By Appointment Only
Tampa Bay Advisory
(844) 603-1400
172-A State Street East
Oldsmar, FL