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Life Transitions

Are you recently retired, divorced, married or receiving an inheritance? We all go through big life changes and making important financial decisions during a major life transition can be overwhelming.

It is important to have trusted professional advisors to guide you and help you identify and address your financial options even during the most difficult of times.

  • Retirement
  • Divorce
  • Caring for a loved one
  • Transitioning to Medicare
  • Death/ Inheriting large sum of money
  • Receiving a large settlement
  • In between jobs/careers
  • Marriage
  • Having/Adopting a baby
  • Selling/Buying properties
  • Selling/Buying business

If you are in the middle of a life changing transition and overwhelmed with the financial complexity of the situation, you will benefit from a Complimentary Consultation with one of our advisors. Contact Yoanna Marrazzo at or 813-571-1233 to schedule a consultation.

We look forward to working with you through all stages of your life.