Understanding Today's Financial Environment
Welcome, I’m Danny Ossi, a financial professional in Tampa, Florida. I understand that individuals face unique challenges as they build wealth and plan for the future. Our team can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.