Broker Check

113 South Boulevard
Suite 200
Tampa, FL 33606

RLA Financial

(813) 251-0004

 
Forecast Forecast Retirement Redefined Retirement Redefined Acres of Diamonds Acres of Diamonds

WELCOME

My philosophy for financial freedom for you is based on the following cornerstones of my practice, which I utilize in serving every client:

First, I take every precaution to do no harm, by instituting Asset Protection, making sure proper asset protection strategies are in place.

Secondly, a strong emphasis is placed on Asset Growth, by initially working to understand an individual's needs and goals, then striving to grow those assets we have set aside for you to pursue greater wealth.

Finally, I make a conscious effort to devote attention from the start to Retirement Income Planning.

What You Can Explore On This Website:

Services

We create strategies tailored to your goals.

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Our Mission

Without any conflicts of interest we put your needs first.

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About Us

We enjoy building trusted relationships that span generations.

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Helpful Content

How Financial Advisors Are Compensated

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

 

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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