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5601 Mariner St.
Suite 475
Tampa, FL 33609

GFA Financial Group, LLC

(727) 450-1625

 
When Special Care Is Needed: The Special Needs Trust Coaches A Fruitful Retirement: Social Security Benefit

WELCOME! GFA Financial Group, LLC is an independently-owned financial services company located in Tampa, Florida. Our team consists of educated financial advisors who focus on providing our clients with top-notch customer service in the areas of retirement planning, wealth management, estate planning, life insurance, and full-service financial planning.

We invite you to explore everything that GFA Financial Group, LLC has to offer. From our educational videos (below), to meeting our team of professionals, come and see why we think GFA Financial Group, LLC is one of the preferred Financial Services firms in Clearwater/Tampa Bay Area.

Helpful Content

What to Look for in a Long-Term Care Policy

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

“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.

 

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

The History of Retirement

Do you know where the idea of “retirement” comes from?

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Can I Refinance My Mortgage?

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

Should I Buy or Lease an Auto?

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

My Retirement Savings

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

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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