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Financial PlanningTax ConsultantFinancial ConsultantTax Negotiation
Retirement planning doesn’t have to be complicated. A few key principles can help you build a secure and comfortable future:
1. Start Early, But It’s Never Too Late – The earlier you save, the more time your money has to grow. But if you're getting a late start, focus on maximizing contributions and cutting unnecessary expenses.
2. Live Below Your Means – The less you spend today, the more you can save for tomorrow. Avoid lifestyle inflation and unnecessary debt.
3. Diversify Your Investments – Don’t put all your eggs in one basket. A mix of stocks, bonds, and safer assets can balance growth and stability.
4. Plan for Inflation – Prices will rise over time, so make sure your retirement income keeps pace with the cost of living.
5. Have a Withdrawal Strategy – A common rule of thumb is the 4% rule, but your needs may vary. Work with a planner to create a sustainable withdrawal plan.
6. Prepare for Healthcare Costs – Medical expenses can be significant in retirement. Consider long-term care insurance and health savings accounts (HSAs).
7. Eliminate Debt Before Retirement – Paying off high-interest debt before you retire gives you more financial freedom.
8. Don’t Ignore Taxes – Your withdrawals from different retirement accounts (401(k), Roth IRA, etc.) have different tax implications. Plan accordingly.
9. Have an Estate Plan – Ensure your assets go where you want them to, with wills, trusts, and proper beneficiary designations.
10. Keep It Simple
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- NWNancy WardropeJan 2, 20185.0I’ve been with David for several years and feel he has my best interest in mind. He knows what I’m looking for, understands me, and makes recommendations that are in line with my financial goals.
- SCShirley CochranNov 29, 20175.0David listens, is always prepared, and comes up with solutions that always meet my needs. With the help of Assurity Financial, my investments are consolidated into conservative holdings and provide for my long term care needs. I am extremely pleased and appreciate their willingness to meet with me outside of typical business hours.
- KHKenneth HandelmanMay 4, 20175.0The thing I like most about David is that he is an advisor rather than a salesman. There is no pressure to buy anything here. Rather, David works to give me what I want; there is nothing else going on.
- HMHeinz ManigApr 3, 20175.0Trustworthiness and genuineness; also going the extra mile for clients is very important for me as well as backing up what they say. I have known David for several years and all my experiences have been of a positive nature. Genuine honesty and caring are pluses for David and his company.
- AGAnthony DJBroG GuevaraJun 8, 20165.0What a pleasure it was to work with David & Monica at Assurity Financial Group! From the moment you step in to their office, they make sure you are treated with the upmost respect and more importantly, listen intently to what your concerns and expectations are. I certainly enjoyed my time with them and making my decision to go with their services was an easy one thereafter. I urge anyone in the market for any type of financial planning to visit Assurity Financial Group. You won't regret it.
Frequently Asked Questions About Assurity Financial Group
What are the business hours of Assurity Financial Group?
Assurity Financial Group is open Monday through Friday from 9:00 AM to 6:00 PM and closed on Saturdays and Sundays.
Where is Assurity Financial Group located?
Assurity Financial Group is located at 2429 Manatee Ave E #1, Bradenton, FL 34208, USA.
How can I contact Assurity Financial Group?
You can contact Assurity Financial Group by phone at +1 941-739-5006 or by email at steve_m@assurity.us.
What types of financial services does Assurity Financial Group offer?
They specialize in financial planning, tax consulting, financial consulting, and tax negotiation services.
What are the accepted payment options at Assurity Financial Group?
Assurity Financial Group accepts American Express, Cash, Check, Discover, MasterCard, and Visa payments.
Is Assurity Financial Group owned by veterans?
Yes, Assurity Financial Group is owned by veterans.
What retirement planning principles does Assurity Financial Group recommend?
They recommend starting early or maximizing contributions if late, living below your means, diversifying investments, planning for inflation, having a withdrawal strategy, preparing for healthcare costs, eliminating debt before retirement, considering tax implications, having an estate plan, and keeping it simple.
What nearby businesses can I visit before or after meeting at Assurity Financial Group?
Nearby businesses include Manasota Insurance & Wealth Management, Ashu Payroll and Tax, and Los Laureles Supermarket, which offer complementary services or dining options you might enjoy before or after your visit.
Are there dining options near Assurity Financial Group?
Yes, nearby dining options include Suncoast Food Trucks, Firkin & Fox restaurant, 3 Keys Brewing and Gastrobrew, Shepherd's Den Coffee and Pottery cafe, and J & J Barbecue.
What recreational or entertainment venues are close to Assurity Financial Group?
Close by, you can find Joyland IV Country Music Night Club for evening entertainment, GO Cornhole South Tampa for sports activities, and local tattoo studios like Lion Art Tattoo Studio.