Planning for Retirement


We want to help you plan for a comfortable and dignified retirement where you won’t outlive your money. Utilizing recent financial research, this brochure report will give you a good place to start planning where your money should be.

 

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Michael Watkins

President, Tampa Bay Advisory

A Message from Michael

I started my investment career in 1999 trading stocks and commodities, and soon realized my passion was helping people plan for a successful retirement and a secure financial future.


As your financial advisor, I will focus on helping you safely and efficiently make the transition from the Accumulation Phase of investing into the Preservation and Distribution Phases – your retirement!

 

Our Services


 

Retirement Planning

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Financial Planning

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Evidence-Based Investing

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Estate Planning

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Wealth Management

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Life and Long Term Care Insurance

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Investment Analysis

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Social Security

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Additional Services

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Secure your financial future. Contact us today.

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