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Protect your most valuable asset, yourself! Investing make sense, picking a well thoughtout health insurance plan too.

Proud Member of the Economic Club of Tampa

Welcome to Suncoast Global Financial Advisers, LLC.

We have created this website to provide you with easy access to basic ressources and gain a better understanding of the concepts behind Insurance, Retirement & Estate Planning, as well as Wealth Preservation questions you may have.

Suncoast Global Financial Advisers (SGFA) is a fee only independent adviser under the De Minimis designation in Florida, giving you access to a large number of high net worth portfolio managers, index managed portfolios, asset allocation through mutual funds as well as personal managed accounts.

Please feel free to take advantage of these resources and visit us often as we feel our website is hosting a wealth of information; in the form of small videos, newsletter articles, calculators and reseach reports.

We frequently update our Learning Center and Market Watch information, and always feel free to contact us by phone or through the "Request A Quote" tab above.

Thank you.

Newsletters

Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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