Your Path to Financial Freedom Starts at 59½

Are you approaching the golden milestone of 59½? This isn't just another birthday—it's your gateway to securing the retirement you've worked so hard to achieve.

Local Experience, Comprehensive Solutions

Since establishing our Oldsmar office, Tampa Bay Advisory has helped countless neighbors throughout Pinellas, Hillsborough, and Pasco counties navigate their financial futures. Our roots in the Tampa Bay community run deep, giving us unique insight into the financial opportunities and challenges local families and businesses face.

Your Financial Partner for Life's Journey

Every financial story is unique. Whether you're a business owner in Clearwater looking to protect your legacy, a family in Tampa planning for retirement, or a professional in St. Petersburg seeking to optimize your wealth strategy, we provide the guidance you need at every step.

The Challenge Every Pre-Retiree Faces

Picture this: You've spent decades building your nest egg, carefully contributing to your 401(k), and dreaming about the day you can finally enjoy the fruits of your labor. But here's the reality many face:

Market volatility threatens to derail even the most careful plans.
Complex tax regulations eat away at hard-earned savings.
Uncertainty about how long retirement savings will truly last.
Concerns about providing for both yourself and your spouse.

Remember 2008? Countless Americans watched their retirement dreams slip away because they lacked the right strategy. Today's pre-retirees face similar challenges—but you have the power to write a different ending to your story.

Your Guide to a Secure Financial Future

We're hosting an exclusive event designed specifically for professionals within 5-10 years of retirement. This isn't another generic financial seminar—it's your blueprint for turning market opportunities into lasting financial security.

What You'll Discover:

Create Your Personal Pension Plan

Transform your retirement savings into an unshakeable foundation of guaranteed lifetime income. Learn how an Insured Private Pension can provide the security traditional pensions once offered, ensuring both you and your spouse never outlive your money.

Master the Tax Game

Why let the IRS take more than their fair share? Our experts will reveal sophisticated strategies to:

Navigate Required Minimum Distributions (RMDs) efficiently.
Structure your withdrawals for optimal tax advantages.
Protect your wealth from unnecessary taxation.
Create tax-efficient legacy plans for your loved ones.

Design Your Dream Retirement Lifestyle

Stop wondering if you'll have enough to maintain your standard of living. Learn how to:

Calculate your true retirement number.
Structure your investments for both growth and income.
Create multiple streams of reliable retirement income.
Plan for healthcare and long-term care needs.

Leverage Today's Market Opportunities

With the stock market showing strength and 401(k) balances growing, now is the perfect time to:

Position your portfolio for maximum advantage.
Lock in gains while protecting against downside risk.
Create a buffer against future market volatility.
Build a legacy for future generations.

Why This Event Is Different

This isn't a sales pitch—it's a comprehensive education in securing your financial future. Our speakers are certified financial professionals with decades of experience helping pre-retirees just like you transform their retirement dreams into reality.

What Past Attendees Are Saying:

"I've been to other retirement seminars, but this was the first time I left with a clear action plan for my future." - Michael S., Retired Executive.

"The strategies I learned helped me save thousands in taxes and secure income I can never outlive." - Patricia R., Business Owner.

"Finally, someone explained retirement planning in a way that made sense. My husband and I now sleep better knowing our future is secure." - Linda M., Healthcare Professional.

Limited Time Opportunity

Just as the age of 59½ opens a window of opportunity for your retirement planning, this event provides a critical moment to take control of your financial future. Seating is limited to ensure each attendee receives the personal attention they deserve.

Event Details:

Date: [Insert Date].
Time: [Insert Time].
Location: 172-A State Street East.
Cost: Complimentary for qualified attendees.
Includes: Comprehensive retirement planning workbook and private consultation opportunity.

Bonus for Early Registration:

Your Next Step

Don't let this opportunity pass you by. The decisions you make in the next few years will determine your financial security for decades to come. Join us to learn how you can create the retirement you've always envisioned.

Reserve Your Seat Now:

Call: +17272436467.
Online: [Registration Link].
Email: [email protected].

Spouses are encouraged to attend—retirement planning is a journey best taken together.

Space is strictly limited to 20 couples to ensure personal attention.

Remember: The most successful retirees aren't those who earned the most—they're the ones who planned the best. Let us help you create a retirement strategy that will stand the test of time.

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