Call Us at

Email us at

Customer Relationship Summary

Our Blogs

LTC: Why You May Need It

LTC: Why You May Need It

Long-term care (LTC) is a comprehensive array of medical, personal care, and other services coordinated to address the physical, emotional, and social needs of chronically ill or disabled individuals.... ...more

News

February 03, 20253 min read

How to Manage Withdrawals Throughout Retirement

How to Manage Withdrawals Throughout Retirement

Planning for retirement often raises one crucial question: How much should one withdraw each year during retirement? Managing withdrawals may significantly impact the longevity of your retirement fund... ...more

News

January 26, 20253 min read

6 Things to Look For When Seeking a Financial Professional

6 Things to Look For When Seeking a Financial Professional

Many seek financial professionals to help them with investment guidance and financial management. This management involves reviewing investments, savings, insurance, and other elements as they work to... ...more

News

January 26, 20252 min read

How to Develop a New Year’s Plan for Retirement

How to Develop a New Year’s Plan for Retirement

As we welcome the New Year, it’s an opportune time to reflect on one’s financial goals and aspirations. Many prioritize an independent retirement as a financial goal, working toward it as a New Year’s... ...more

News

January 12, 20253 min read

Ten Things to Consider When Planning New Year’s Financial Goals

Ten Things to Consider When Planning New Year’s Financial Goals

As we approach the New Year, it is crucial to plan one’s financial goals strategically. Preparing is always beneficial, given the uncertainties of an evolving global economy and fluctuating markets. H... ...more

News

January 05, 20252 min read

Financial Tips to Help You Retire in 2025

Financial Tips to Help You Retire in 2025

Planning for retirement can be overwhelming, but it becomes much easier if you start early. If you plan to retire in 2025, there are specific financial tips that you need to implement now to work towa... ...more

News

December 29, 20243 min read

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

Serving the Tampa Bay area with comprehensive financial planning, retirement strategies, business services, and insurance solutions.

© Copyright 2025 | All Rights Reserved Tampa Bay Advisory | Terms & Conditions | Website Design by My Clone Solution.