The Trust Group Financial is an independent estate and retirement planning group serving the Tampa Bay community since 1985. For over 32 years we have specialized in helping people protect and preserve their hard-earned assets. From retirement income strategies that guarantee our clients assets will provide for them as long as they live. To legacy, tax and estate planning techniques that seek to preserve the maximum amount of wealth and ensure that wealth will be there for our clients. Ultimately passing that wealth directly to their heirs and beneficiaries without the expense and interference from attorneys and the probate court system. We do many things at The Trust Group Financial, but our first priority is to serve our clients and put their interest ahead of our own. We do our best to guide them in accomplishing their goals. We are not in the business of selling financial products. We’re in the business of using our experience, knowledge and access to create sound solutions to get our clients what they need. At The Trust Group Financial we strive to provide our clients with an exceptional level of service and are committed to working with them to accomplish their goals with our specialized four step process. It starts with an initial conversation where we get to know the client’s goals, objectives and identify issues that put our clients at risk. From there, we strategize, develop solutions and complete a comprehensive analysis of where the client is at and then determine a cost-effective plan. We then implement the strategies discussed to protect and preserve their hard-earned assets and fill the gaps in their estate and financial plan. Finally, we provide on going service and support to build on our relationship and keep our clients on the right path. Take that first step now, get to know us and start the conversation today. Call 727-939-9465 and visit www.TrustGroupFinancial.com.