Financial Advisors
Palm Harbor, FL
Costanzo Financial Advisors is an independent financial advisory firm in Palm Harbor specializing in retirement planning and wealth management. They help clients develop comprehensive financial strategies including retirement income planning, tax-efficient strategies, investment management, annuity planning, IRA/401(k) rollovers, life insurance, and asset preservation. Their approach focuses on translating retirement dreams into actionable plans through their Retirement Beach House Blueprint process, with ongoing monitoring to keep clients on track throughout retirement.
Ideal for: Pre-retirees and retirees seeking comprehensive retirement income planning, high-net-worth individuals focused on wealth management and tax efficiency, IRA/401(k) rollover guidance
Service area: Palm Harbor, FL and surrounding Tampa Bay area
Independent Advisor: As an independent firm, they can recommend from a wide array of products and services tailored to your specific needs, without being tied to any single company or product line.
Comprehensive Retirement Planning: They offer a structured process (Dream It, Plan It, Live It) that translates retirement goals into clear action steps and includes ongoing monitoring throughout retirement.
Tax-Optimization Focus: They emphasize tax-efficient strategies including Social Security optimization, strategic income bracket management, and capital gains tax avoidance through vehicles like donor-advised funds.
Address: 33920 US Hwy 19 N Suite 351, Palm Harbor, FL 34684
Phone: (727) 335-1608
Website: costanzofa.com
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