Resources For You

 

RESOURCES

You’ve probably been planning for retirement in some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific detail.

Ask yourself: Will you have enough income to cover your expenses in retirement? And, if not, what can you do to resolve the issue?

The sooner you answer these questions, the more effectively you can plan to cover any shortfalls. The Trust Group Financial Services can review your income needs and develop a plan for your future.

We encourage you to utilize these helpful resources to help you get and stay on track with your strategy. Already set to change paths? You can schedule an appointment below to begin the process and meet James Spicuzza.

 

As always, you can contact us and we'll answer any questions or concerns you might have and know we’re here for you.

 

CALCULATORS

James Spicuzza | Trust Group Financial | Sequence of Returns Calculator
Sequence of Returns

How The Sequence of Returns Can Affect My Retirement Income.

When planning for retirement income, the ultimate goal is to protect your savings while building your nest egg.

See how here »

James Spicuzza | Trust Group Financial | Retirement Income Calculator
Retirement Income

How Much Money Will I Need in Retirement?

How much income will you need in retirement? Are you on track to hit your goal?
Find out here »
James Spicuzza | Trust Group Financial | Retirement Income Calculator
Stock Market Loss Recovery Calculator

How Long Would it Take To Recovery From A Loss In The Stock Market?

The closer you get to retirement the more important it becomes to mitigate exposure to risk. Are you exposed to too much risk?
Find out here »

GUIDES

You’ve probably been planning for retirement in some way, shape, or form for many years. Maybe you participate in your company’s 401(k) plan or set aside money in a traditional or Roth IRA. Maybe your employer offers a pension plan. As you get closer to retirement, it’s important to plan for your retirement income in specific detail. Fill out the form below to receive access to each one of our guides.

 

VIDEOS

 
 

Sign up to login to our financial resources vault. There are no requirements and no cost to access the vault. It is a service we proudly offer to site members and you'll receive exclusive access to our comprehensive retirement analyzer report tailored specifically for you, downloadable informational data sheets that cover everything from qualified retirement account rules, tax information, and social security benefits, to important statistics that can impact your retirement and more.

If you are saving for retirement, we strongly recommend you take advantage of this resource.

James Spicuzza | Trust Group Financial | Retirement Income Calculator
Free Instant Life Insurance Quote
Get your quote here »

The Trust Group Financial Services is a licensed insurance agency registered with The Florida Department of Financial Services. We know consumers appreciate a no nonsense, no high pressure sales tactic approach to buying life insurance. It's why we provide an absolutely no-strings attached approach to quoting and setting up life insurance policies. We provide every rate from all major A rated carriers without the requirement that you provide your contact information. Unlike many agencies that obtain your information and never stop contacting you, at The Trust Group Financial we believe in building relationships based on trust and customer service. We want to earn your business and therefore, we respect your privacy.

 
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Starting a Roth IRA in Tampa Bay for a Child or Grandchild

September 4, 2018

The Annuity Date or Maturity Date

August 8, 2018

The Different Types of IRAs for Retirement Savers in Palm Harbor Florida

July 31, 2018

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Take the first step to a better path in retirement. We will discuss your retirement goals, concerns and begin the process of developing a retirement plan that fits your u...
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The Trust Group Financial Services, LLC.
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JAMESS SPICUZZA | THE TRUST GROUP FINANCIAL SERVICES | FLORIDA DEPARTMENT OF FINANCIAL SERVICES