Why Use This Tool?

Our planning mission is to provide superior advice & service to our clients through a trusting, customer-centric focus.

We embrace "life management" issues -- removing obstacles that allow people to achieve their dreams. We recognize ever-changing market conditions and embrace it as key to our success. By utilizing education, professional alliances and business partnerships, we attempt to bring appropriate resources & expertise to our customers. With over 20 years corporate experience and over 25 years personal consulting, Frank and his team of associates provide a professional and business approach to "real-life" situations. From young family builders to retirees, we lend guidance in matters of financial protection and asset accumulation products and services. Our specialization is Retirement Management Strategies -- from maximizing retirement accumulation through tax-advantaged savings to optimizing distributions through modeling strategies and estate planning. Frank is a member of the Tampa Bay Financial Planning Association, National Association of Insurance and Financial Professionals and the Million Dollar Roundtable Association. Please visit our web site at: www.PalestraFinancial.com for more on our strategic planning services.

• Twenty years corporate experience encompassing strategic planning, business planning, commercial & financial analysis.
• Over twenty-five years experience in business & personal consulting, including information systems, business benefits and personal insurance & investment planning.