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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.Contact Us
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
How does your ideal retirement differ from reality, and what can we do to better align the two?
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Business owners with the desire to see their businesses continue after they are no longer involved need to plan quite carefully.
A four-step framework for building a personal legacy.
Every business wants to grow. But there’s a risk of extending your business so far, so fast that you hit the tipping point...
Diversification could mean the difference between financial success and failure.
At what point can you call a personal vehicle commercial?
A change in your mindset during retirement may drive changes to your portfolio.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Around the country, attitudes about retirement are shifting.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
When you retire, how will you treat your next chapter?
Do you know how to set up your financial goals for success? This knight does.
Here’s a crash course on saving for college.
A couple become Retirement Plan Detectives, searching records from old employers.