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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

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

The Ivory Tower Changes Wall Street

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

 

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

My Retirement Savings

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

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

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

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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