Photo of Ray Ferrara CFP Ray Ferrara CFP Jun 03, 2022

A recent CBS News article listed Clearwater, Florida, as one of the Top 10 best places to retire, and who can blame them? With a population of less than 120,000, Clearwater still boasts all the luxuries and amenities of a much larger city. With beautiful beaches and natural areas surrounding the peaceful coastal resort town, it is no wonder that Clearwater is an attractive area for many retirees. 

If you are among them, then you are likely in the process of planning for your upcoming retirement. If so, let the CERTIFIED FINANCIAL PLANNER™ professionals at ProVise Management Group be your guide. We offer exceptional financial services with the convenience of a local office located right here in beautiful Clearwater.

What financial services can I find in Clearwater?

Working with more than 1,300 clients in over 30 states, our Clearwater office specializes in all aspects of financial planning, including:

  • Retirement planning — If you are considering retirement soon, it’s important to take another look at your current retirement goals. These goals can often change as we grow older. CERTIFIED FINANCIAL PLANNER™ professionalscan help you determine what steps you may need to take to meet your goals and help you transition into a comfortable retirement in Clearwater.This involves assessing what income sources you will be able to rely upon after retirement, such as investments, Social Security, pension funds and cash accounts.
  • Estate and trust planning — Your assets and property are meant to be enjoyed during retirement. But have you planned for where they will go when you are gone? Without a proper estate plan in place, your assets may be caught up in probate court for months, possibly years. An estate and trust plan provides guidelines for the distribution of your assets to your beneficiaries, including property, insurance policies and investment assets.
  • Philanthropy and charitable giving — There is much more involved in philanthropic giving than many retirees realize. Thankfully, a CERTIFIED FINANCIAL PLANNER™ professional can help you translate your charitable intentions into a philanthropic strategy with a wide impact. 

Talk to a ProVise CFP® professional about financial services in Clearwater

At ProVise Management Group, our CERTIFIED FINANCIAL PLANNER™ professionals can get to know you and your current financial circumstances, goals, risk tolerance and personal values to help you develop a plan that works for you. We can also create a written plan for you at a fiduciary standard of care. All our written plans come with an unconditional money-back guarantee. If you are unhappy with your written plan, you can return it to us, and we will refund 100% of the fee paid.

Are you ready to talk to a professional about planning for your retirement? Contact ProVise today to schedule a complimentary consultation.