Beyond the Basics: Your Complete Retirement Shield
You've worked too hard to leave your retirement to chance. While many focus solely on growing wealth, we understand that protecting what you've built is equally crucial.
The New Retirement Reality
Today's retirees face challenges their parents never imagined:
Retirements lasting 30+ years.
Market swings that can derail decades of saving.
Healthcare costs that double every 7-10 years.
Withdrawal strategies more complex than ever.
Your Protection Partnership
This is where our expertise becomes your advantage. We specialize in creating personalized protection strategies that help defend against the modern threats to your retirement dreams. Think of us as your financial bodyguards, working tirelessly to help secure your future.
Because the retirement you've earned deserves more than just basic planning.
Business Wealth Design
Final Expense Design
Physician Wealth Design
Long Term Care Design
We Can Help Reduce These Risks Through a Wide Range of Services, Including:
Get More From Your Social Security Benefits
Transform your Social Security from good to great. Our expertise helps you capture every dollar you've earned.
Don't Get Caught In The Retirement Roadblocks
Don't let common retirement pitfalls catch you off guard. Learn how to protect your nest egg from these critical challenges.
Never Outlive Your Money
Want retirement income you can't outlive? Discover how modern annuities can create your personal pension for life.
Legacy Protection by Design
Life's greatest gifts deserve powerful protection. Build a legacy around your family's dreams and financial future.
Keep Your Financial Future On Course
Small adjustments today prevent big surprises tomorrow. Stay ahead of life's changes with strategic annual planning.
Life By Design, Not By Default
Your retirement should be as unique as you are. Let's create a roadmap to the lifestyle you've always imagined.
Don't Miss Your Financial Sweet Spot
The Decisions You Make at 59½ Could Shape Your Next 30 Years
You've worked hard for decades. Now, as you approach this crucial age milestone, the choices you make could dramatically impact your retirement success. Join us for an exclusive workshop designed to help you maximize this unique opportunity.
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