You Must Climb Before
You Can Enjoy The View
First, we have an initial meeting to learn about each other and establish our relationship. We determine your objectives to truly understand your unique situation.
From there, we take a look at your complete situation including your income, expenses, assets, tax liabilities, and social security and begin conceptualizing an effective strategy to maximize your retirement, reduce your tax burden and meet your goals, collaborating every step of the way.
We then execute your plan so you can move forward into retirement with confidence and sleep well at night knowing your estate and retirement plan is in place.
Finally, our work is never done. We are committed to providing the highest level of service and support to build on our relationship. Our number-one priority is to create an experience that establishes a relationship that lasts a lifetime.
A Better Path Begins Today.
“A goal without a plan is just a wish.”
- Antoine de Saint-Exupéry
The Trust Group Financial is an independent estate and retirement planning group serving the Tampa Bay community since 1985. For more than 32 years, we have specialized in helping people protect and preserve their hard-earned assets with strategies many financial professionals are unaware of.
From business continuation and key person buy-sell agreements, to retirement income strategies that guarantee our clients' assets will provide for them as long as they live. The Trust Group Financial team is here to help you. We also provide 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 beneficiaries without the expense and interference from attorneys and the probate court system.
We do many things at The Trust Group Financial, but our priorities are to serve our clients and put their interest first. We... read more.
James was born at St. Joseph Mercy Medical in St. Louis, Missouri, before parents Gary and Patricia Spicuzza moved their family of five to Clearwater, Florida, in 1981.
James’ father will tell you at a young age James always wanted to build something. He loved drawing and creating plans to build many things. The process of creating something from an idea was rewarding. His knack for thinking ahead and creating plans led to a desire to become an architect. Seeing buildings develop from nothing more than an idea and a piece of drafting paper was inspiring to him. Yet, there was one aspect missing from the career of an architect sitting in front of a drafting table: people.
James has a love for interacting with people. He enjoys constantly meeting new people, hearing about where they came from and where they are headed. He loves listening to his clients' stories and learning more about what makes them so amazing. Coincidentally, financial planning has many parallels to being an architect. Financial plans are... read more.
The New Path Achieves The Goal.
"Someone is sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
Protect Everything You've Achieved.
"Rule number 1: Never lose money. Rule number 2: Never forget rule number 1."
- Warren Buffett