Fiduciary First Advisors are your experienced financial advisors providing retirement planning services for the St. Petersburg and Clearwater communities. We have a fiduciary duty to put your best interests first and help you reach your pre- and post-retirement planning goals.
We prioritize your financial well-being above all else, operating without high-pressure sales tactics. Our team maintains full transparency regarding our compensation structures and the strategies we implement to potentially preserve and build your wealth.
We strive to minimize your annual tax burden, and we will seek ways to create a meaningful legacy for your heirs.
We can offer you individualized retirement planning options based on our knowledge of Clearwater–St. Petersburg economic and regional factors.
You can count on a personal connection and timely support. We are committed to providing prompt, clear responses to questions.
As your advisor with a fiduciary responsibility, we will seek to align your financial plan with your life stage and priorities. Achieving consistent optimization of your portfolio will be the goal, taking into account tax law changes and new investment opportunities.
Some of the ways we could try to achieve that include:
By creating a retirement savings and investment plan with the objective of preserving and building your wealth, we’ll take into account multiple scenarios, including what your possible healthcare costs might be in retirement.
As your experienced financial advisors, we can analyze your portfolio in retirement, relative to prospective opportunities, since it is possible that your present savings and investment model may have become outdated. As fiduciaries, we provide an objective audit with an eye to rebalancing your assets to match your current goals.
We can provide periodic portfolio reviews that aim to prioritize estate planning and Required Minimum Distribution (RMD) strategies. As your fiduciary, we will strive to guard your wealth from unnecessary taxes and seek ways to assist in allocating it to beneficiaries according to your wishes.
There’s so much more to retirement planning services than putting together a basic strategy. The plan we create for you will be designed for your specific objectives. Through our dedication to your needs and our retirement planning experience in up and down markets, we offer you a balanced perspective that can help you achieve near- and long-term goals.
Next step—Call me, Shaun Mathena, CEO of Fiduciary First Advisors, for a free portfolio review. Let’s talk about your needs today and your future financial goals in retirement. Call (727) 591-1099 or Contact Us Online.
I’m happy to answer any questions you have about retirement! Please call me at (727) 591-1099 or fill out the form below
