(813) 637-6343
  • Schedule an Appointment
  • Client Portal
Financial Planning Tampa Bay
  • Our Team
  • Client Experience
  • Our Services
  • Articles|Media
Select Page

At 76, my dad sent me a ‘financial love letter’ detailing everything to do when he dies. Now, I’m planning the same for my own kids.

by | Apr 4, 2024 | Uncategorized

The paperwork is not fun, however, having everything set up so your family or other beneficiary knows what to do when you die or become too ill to care for yourself is a true act of love.

The risky economics of living without homeowners insurance

by | Apr 3, 2024 | Uncategorized

It’s called “going bare,” and 12% of American homeowners report doing It. That means if disaster strikes, you are “self-insured” – a fancy way of saying you have no insurance and will have to find the funds to rebuild. Unless you happen to have...

4 Vital Strategies To Save, Invest, And Maximize Your Money’s Potential

by | Apr 2, 2024 | Uncategorized

You may believe that the answer to all of your money problems is more money. While this may be the case from a certain perspective, making more money might actually amplify the behaviors you’re already exhibiting that causes you to believe that way in the first...

5 Reasons March Madness Is Just Like Investing

by | Mar 31, 2024 | Uncategorized

The process of filling out a March Madness bracket is like investing because it balances expertise, risk, reward, and future expectations.

How Long Can This Bull Market Last?

by | Mar 30, 2024 | Uncategorized

The William O’Neil companies closely study market history to derive and constantly update our investment methodology.

Understanding Trust Funds: How They Work and Who They Benefit

by | Mar 29, 2024 | Uncategorized

A trust fund shelters people’s assets from probate and allows them to choose how and when their assets are distributed to their heirs. A trust must be set up as either revocable or irrevocable and have a grantor, at least one beneficiary, and a trustee....
« Older Entries
Next Entries »

Recent Posts

  • Money and Baseball: How to Strategize your Money Life
  • Secret home listings are about to skyrocket
  • Can You Safely Withdraw 5% in Retirement? A New Twist in the Debate
  • Here’s Why Gen X Can’t Rely on the Great Wealth Transfer for Retirement
  • Learn From Rupert Murdoch’s Errors — Create a Succession Plan Today to Protect Your Company’s Legacy

Recent Comments

    4830 W. KENNEDY BLVD.
    SUITE 800
    TAMPA, FL 33609

    EWILBUR@FINANCIALGUIDE.COM

    Tel: (813) 637-6343

    View Our Customer Relationship Summary.

    Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC.   OSJ 4830 W. Kennedy Blvd., Suite 800 Tampa, FL 33609, (813) 286-2280.

    Summit Wealth Advisors is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.  The firm is licensed to sell insurance in the following jurisdiction(s): FL, SC, and TX, and licensed to sell investments in the following jurisdiction(s):  FL, CA, and TX.

    CRN202806-8881900